Posts
- Are You a Wholesaling Pretender? (August 25, 2009)
- 21 Ideas via Masterminds Call (September 4, 2009)
- Tell Me Where It Hurts: 10 Questions For Business Planning With Financial Advisors (September 15, 2009)
- 24 Great Ideas Wholesalers Use to be More Productive…and Memorable (October 27, 2009)
- Registration Success! (November 11, 2009)
- 10 Great Ideas in 20 Minutes Call Replay (November 25, 2009)
- AG Life Call Replay 11-30-09 (November 30, 2009)
- Call Replay Archive (December 10, 2009)
- 10 Gifts You Should Buy Yourself This Season (December 15, 2009)
- Wholesaler Mastermind Call Replay (December 19, 2009)
- AG Core Story (January 7, 2010)
- 6 Step Process: How to Craft a Story and Spin It – Become a Great Student of the Business (January 11, 2010)
- Masterminds Sign Up (January 22, 2010)
- 7 Essential Wholesaling Skills Your Manager Wants You to Have (February 15, 2010)
- Wholesalers: What Style of Communicator is Your Sales Manager? (February 22, 2010)
- The Other 8 Wholesaling Skills Your Manager Wants You to Have (February 25, 2010)
- magazine page turn test (March 4, 2010)
- 14 Guaranteed Ways to Achieve Success With Your Internal Wholesaler (March 5, 2010)
- Wholesaler Satisfaction Survey Results (March 14, 2010)
- What Do You Want On Your Wholesaling Headstone? (March 21, 2010)
- Why Not Just Pay Wholesalers a Salary? (March 25, 2010)
- Call Archive – AG Masterminds (April 9, 2010)
- Do You Give Good Phone? (April 14, 2010)
- Updated for Great Wholesalers -14 Ways to Always Be Closing (May 14, 2010)
- 2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to be More Productive – and Memorable (June 2, 2010)
- What Are The Five Drivers of Wholesaler Dissatisfaction? (June 12, 2010)
- Get More Cheeks In Rep Meeting Seats (June 22, 2010)
- Teleconference: Five Secrets To Attaining Wholesaling Success AND Having A Life Too (June 29, 2010)
- Confessions of a Wholesaling Workaholic (July 6, 2010)
- FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities (July 22, 2010)
- Five Secrets Call Replay (July 29, 2010)
- How Valuable Is Candid Feedback? (July 30, 2010)
- Take The Less Traveled Wholesaling Road (August 5, 2010)
- Bud Fox Style Elephant Hunting (August 12, 2010)
- Great Wholesalers Don’t Disrespect Others (September 20, 2010)
- A Wholesaler’s Second Chance (September 24, 2010)
- Wholesaler Masterminds Radio: Deeper COI Relationships (October 28, 2010)
- Two Great Conference Display Booth Ideas (October 28, 2010)
- 5 Things To Not Do At Your Next Conference (November 4, 2010)
- 7 Ways To Get A New Internal Wholesaler Off To A Fast Start (November 14, 2010)
- WMM2 11-19-2010 (November 19, 2010)
- 25 Entertaining Ideas Wholesalers Use With Advisors (November 21, 2010)
- AG WMM 11-29-2010 (November 29, 2010)
- Are You Willing To Go Over The Top? – Linda Lubitz (November 30, 2010)
- Undeniable Attributes of the Greatest Wholesalers – Part One (December 3, 2010)
- Jackson 12-03-2010 (December 3, 2010)
- Wholesalers Need To Find More Time To Appreciate The Good Stuff – Mike Robbins (December 9, 2010)
- Advisors to Wholesalers: Stop Pushing Product! – Kip Gregory (December 15, 2010)
- 8 Easy Ways Wholesalers Use Voicemail as a Powerful Sales Tool (December 30, 2010)
- Top 10 Posts of 2010 (December 30, 2010)
- Wholesaler Time Management – Interview with Laura Stack (January 8, 2011)
- 2011 Wholesaler Satisfaction Survey (January 9, 2011)
- Wholesaler Lessons From A Meltdown (January 19, 2011)
- Inside the Mind of the Financial Advisor with Bill Smith (January 19, 2011)
- Three Impactful Sales Strategies For Wholesalers – Anthony Iannarino (January 26, 2011)
- How To Hire A Wholesaler Coach (January 31, 2011)
- The 3 Dumbest Telephone Mistakes Wholesalers Make – Art Sobczak (February 2, 2011)
- Part Two – Undeniable Attributes of the Greatest Wholesalers (February 9, 2011)
- Wholesaler Survey 2011 – The Results: Part One (February 17, 2011)
- 8 Most Popular Posts: February 2011 (March 1, 2011)
- 3 Tips For Wholesalers to Craft Compelling Stories (March 1, 2011)
- Wholesalers Shouldn’t Neglect The Movable Middle (March 11, 2011)
- The Results Part 2 – Wholesaler Survey 2011 (March 18, 2011)
- The Only Three Things A Wholesaler Has To Offer (March 25, 2011)
- 5 Ways Wholesalers Endear Themselves to Advisors For Life (March 30, 2011)
- 7 Most Popular Posts in March 2011 (April 1, 2011)
- 21 Ways Wholesalers Can Shorten The Sales Cycle With Advisors (April 8, 2011)
- Four Meetings, Save a Life, Dinner With Rep – Just Another Day (April 13, 2011)
- How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath (April 18, 2011)
- 17 Tools Wholesalers Can Use To Get Geeky With Advisors (April 23, 2011)
- 9 Most Popular Posts For April 2011 (May 3, 2011)
- Wholesalers Should Never Show Advisors Their 6th Toe (May 5, 2011)
- Stop Recreating the Wheel:The Purpose of Repurposing (May 13, 2011)
- 11 Reasons Great Wholesalers Leap Out Of Bed In The Morning (May 22, 2011)
- Bank Wholesalers Can Improve Their Branch Referral Training Effectiveness (June 1, 2011)
- 6 Checkpoint Topics For Wholesalers To Discuss With Advisors (June 3, 2011)
- Can I See Your ID? (June 10, 2011)
- Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson (June 14, 2011)
- 3 Reasons Why Wholesalers Stray From The Basics – Don Connelly (June 22, 2011)
- Schmeeks, Formally Known As Wholesalers (June 24, 2011)
- Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan (July 7, 2011)
- 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit (July 17, 2011)
- 3 Keys To Motivating Advisors To Buy – JB Bush (July 21, 2011)
- 16 Essential Wholesaler Travel Website Resources (July 31, 2011)
- CNBC Says The Sky Is Falling, Again – What Are 7 Things A Wholesaler Should Do? (August 4, 2011)
- 8 Wholesaler Reads To Help You Craft Your S&P Downgrade and Market Correction Story (August 8, 2011)
- 5 Ways Wholesalers Can Reduce Stress – Life Coach Mary Allen (August 11, 2011)
- It’s O.K. To Use Your Cell Phone In The Restroom – Jeff Havens (August 12, 2011)
- How Can Wholesalers Avoid Feeling Like A Victim In A Turbulent Economy? – Kyle Maynard (August 18, 2011)
- What’s Your Wholesaler Schmooze Quotient? – Susan RoAne (September 1, 2011)
- Wholesalers: Put Down The Cheeseburger And Slowly Back Away From The Plate – Michelle May, M.D. (September 12, 2011)
- How Much Love Should Wholesalers Give To Top Producers? (September 16, 2011)
- Dear Wholesalers, It’s Not About You – Bob Burg (September 19, 2011)
- The Typical Wholesaler vs The Great Wholesaler – An Infographic (September 21, 2011)
- 8 Ways Wholesalers Can Improve Their Presentation Skills (September 22, 2011)
- 4 Things That Advisors Need From Wholesalers In Today’s Market (September 29, 2011)
- The One About The Spineless Wholesaler (October 6, 2011)
- Great Wholesalers Succeed In Any Market – Mark Sanborn (October 6, 2011)
- 2 Ways Wholesalers Can Earn More Corner Office Business – Hannah Grove (October 11, 2011)
- How Wholesalers Build Confidence By Developing Their PVP – Peerless Value Proposition® (October 13, 2011)
- Run Your Territory Like A Business, Not A Clubhouse (October 20, 2011)
- 3 Ways Wholesalers Can Influence Advisors – Steven Gaffney (October 24, 2011)
- Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement (October 25, 2011)
- 3 Questions To Ask Yourself (October 29, 2011)
- Nobody Works Past Five O’Clock (October 29, 2011)
- Exact Change Required (October 29, 2011)
- I Might Need An Intervention (October 29, 2011)
- Confessions of a Hotel Snob (October 29, 2011)
- Time To Do My Nails (October 29, 2011)
- My Girl Whoopi (October 29, 2011)
- What Financial Advisors Want From Wholesalers – Ross Marino (October 29, 2011)
- Your PVP Teleconference Materials (October 30, 2011)
- 40 Adjectives That Describe Great Wholesalers (November 5, 2011)
- Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski (November 7, 2011)
- The Advisor’s Door Is Wide Open, So Why Aren’t You Walking Through It? (November 8, 2011)
- 5 Ways Financial Advisors Partner With Wholesalers (November 9, 2011)
- 37 Rules for Wholesalers (and counting)… (November 14, 2011)
- What Can Wholesalers Do When There’s Too Much To Do? – Laura Stack (November 25, 2011)
- Wholesaler Masterminds Radio – Private Label (December 2, 2011)
- 5 Ways Wholesalers Develop More Openable And Readable Emails (December 5, 2011)
- The 800 Pound Wholesaler – Bill Guertin (December 7, 2011)
- 11 Things Wholesalers Must Do To Ensure A Long And Successful Career (December 9, 2011)
- There’s Always A Crack In The Door For Wholesalers To Get Through (December 15, 2011)
- The Dreaded Wholesaler (January 5, 2012)
- How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken (January 6, 2012)
- Things That Wholesalers In Job Transition Should Know (January 7, 2012)
- Wholesalers Are Feeling Optimistic As The New Year Unfolds (January 9, 2012)
- 10 Better Questions Hiring Managers Can Ask Of Wholesaling Candidates (January 10, 2012)
- 10 Reasons Why Wholesalers Love Their Internals…Or Not (January 12, 2012)
- How To Become A Preferred Wholesaler – Matt Oechsli (January 16, 2012)
- Wholesaler Dilemmas – Your Questions Answered (January 25, 2012)
- Wholesaler Talent Is Overrated – Geoff Colvin (January 30, 2012)
- 23 Client Event Ideas For Wholesalers To Use With Advisors (February 2, 2012)
- 3 Ways Wholesalers Can Have More Productive Advisor Meetings (February 9, 2012)
- One Completely Ridiculous Reason Advisors Tune Wholesalers Out (February 10, 2012)
- Wholesaler Entertaining Dilemma: Wine And Food Pairing (February 20, 2012)
- No One Understands A Wholesaler (February 24, 2012)
- Can You Swim in the Deep End of the Wholesaling Pool? (February 29, 2012)
- Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski (March 8, 2012)
- Are You A Prehistoric Wholesaler? (March 13, 2012)
- Wholesalers Need to Get Dirty in the Data – Steve DeLano (March 19, 2012)
- Wholesaler Ego: Be A Servant Not A Celebrity (March 20, 2012)
- Wholesaling Chicken or Wholesaling Egg? – The Epilogue (March 26, 2012)
- The Collapse of Wholesaler Distinction – Scott McKain (March 27, 2012)
- The Allure of The Filler Appointment (April 3, 2012)
- Are Wholesalers Getting to The Question Behind The Question? – John Miller (April 5, 2012)
- Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dislike? (April 10, 2012)
- 5 Ways For Wholesalers To Cope With Feeling Overwhelmed (April 17, 2012)
- UPDATED: An Even Faster and Still Free Way For Wholesalers To Map Advisor Locations (April 19, 2012)
- Spring Semester Session #1 – Rotations: Getting Dirty In The Data (April 20, 2012)
- 23 Great Quotes For Wholesalers (April 24, 2012)
- Spring Semester Session #2 – Creating and Marketing Your PVP (April 27, 2012)
- Stats For Wholesalers Who Send Emails (April 30, 2012)
- Wholesalers Need To Suck Before They Soar – Theo Androus (May 1, 2012)
- And The Wholesaler Said, “Enough About Me, Let’s Talk About Me” (May 8, 2012)
- Spring Semester Session #3 – Conducting Super Successful Appointments (May 11, 2012)
- 12 Numbers For Wholesalers To Obsess About Besides Production (May 15, 2012)
- Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith (May 17, 2012)
- Spring Semester Session #4: Wholesaler’s Systematized Follow-Up Process (May 18, 2012)
- 15 Lessons Learned From My Coaching Clients (May 21, 2012)
- 8 Ways Great Wholesalers Prepare For Vacation (May 29, 2012)
- Spring Semester Session #5: Getting Maximum Productivity From Your Internal Wholesaler (June 1, 2012)
- 8 Ways Wholesalers Succeed With COIs (June 5, 2012)
- Spring Semester Session #6: Drafting on Influentials – Handling COIs (June 8, 2012)
- How Can Wholesalers Generate More Advisor Referrals? – Bill Cates (June 8, 2012)
- Spring Semester Session #7: The Technologically Astute Wholesaler (June 15, 2012)
- What Do Advisors Need From Wholesalers? – Frank Maselli (June 18, 2012)
- Some Wholesalers Are Like Stale Real Estate Listings (June 19, 2012)
- Wholesaler Do More Business When They Lead From The Heart – Mark Crowley (July 2, 2012)
- 3 Things Wholesalers Do To Impress Home Office Visitors (July 2, 2012)
- The Internal Who Used To Work For Ronco (July 12, 2012)
- 11 Ways Wholesalers Are Deluding Themselves (July 17, 2012)
- Great Wholesalers Do It Well And Make It Fun – Ron Culberson (July 24, 2012)
- Conducting Super Successful Advisor Appointments (July 25, 2012)
- Wholesaler Email Clinic Video, Samples, and Links (July 30, 2012)
- The Four C’s of the Legendary Wholesaler (August 1, 2012)
- Breaking News: 12 Signs of Wholesaling Life Found on Mars! (August 7, 2012)
- Wholesaler Energy and Positivity – Jon Gordon (August 9, 2012)
- UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use! (August 20, 2012)
- 4 Pillars of Profitable Wholesaler Networking – Allison Graham (August 23, 2012)
- Make a Fortune, Have a Life, or Both? (September 4, 2012)
- Do Advisors Prefer Emails or Phone Calls to Schedule Wholesaler Appointments? (September 13, 2012)
- Wholesaler Work Ethic and Entitlement – Eric Chester (September 17, 2012)
- How To Use Follow Up Task Worksheet (September 19, 2012)
- 12 Traits Of Your Preferred Advisor Profile (September 25, 2012)
- How Can Wholesalers Profit From Advisor Uncertainty? – Daniel Burrus (October 2, 2012)
- How Great Wholesalers Get The Appointment Without Leading With Product (October 4, 2012)
- Mutiny On The Wholesaler Bounty: Why Firms Need To Reevaluate What They Inspect and Expect (October 9, 2012)
- Should Wholesalers Be Clever Or Kind? – Mike Robbins (October 15, 2012)
- 16 Wholesaler Business Planning Resources (October 16, 2012)
- Call Replay – Top Ten Tips for Wholesaler Organization and Time Management (October 23, 2012)
- 9 What Ifs: A Wholesaler’s Approach To Working Conferences (October 23, 2012)
- A View From The Wholesaler’s Passenger Seat – Dr. Bob Froehlich (November 1, 2012)
- The Wholesaler’s Commitment To Service (November 1, 2012)
- The Wholesaler’s Three in ’13 (November 6, 2012)
- A Wholesaler’s Best Practices Gap (November 13, 2012)
- Improving Wholesaler Presentation Skills – Alan Parisse (November 14, 2012)
- One Great Sales Idea (November 20, 2012)
- 6 Ways Wholesalers Can Market Like Coca-Cola (December 1, 2012)
- Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach (December 4, 2012)
- 9 What Ifs: The Great Wholesaler’s Approach To National Sales Meetings (December 6, 2012)
- 6 Things You Might Be Doing To Piss Off Advisors (December 11, 2012)
- How Can Wholesalers Become a Category of One? – Joe Calloway (December 18, 2012)
- 17 Questions Wholesalers Should Ask Themselves to Have a Career Year (December 27, 2012)
- Ready To Shatter The Year Ahead? You’ll Need These 5 Great Wholesaler Traits (January 2, 2013)
- Why Wholesalers Should Take The Stairs – Rory Vaden (January 4, 2013)
- Advisor Elephant Hunting: Use LinkedIn to Get References and Recommendations (January 14, 2013)
- Can Wholesalers Effectively Use Loyalty Programs? – Shep Hyken (January 21, 2013)
- 12 Ways Wholesalers Succeed at FPA Meetings (January 22, 2013)
- Wholesalers Should Give Their Clients The Platinum Treatment (January 29, 2013)
- The Bane of the Wholesaler’s Existence: The Entitled Advisor (February 2, 2013)
- Five Ways To Detect If Advisors Are Lying (February 7, 2013)
- Great Wholesalers Hate Losing More Than They Love Winning – Don Yaeger (February 8, 2013)
- Your LinkedIn Profile Might Suck If… (February 20, 2013)
- Rookie Group Call Library (February 22, 2013)
- Former Merrill Insider Speaks About Wholesalers – Dave Mullen (February 26, 2013)
- One Cure For The Stressed Out Wholesaler (March 5, 2013)
- The Wholesaler’s Curse of Conformity – Dan Richards (March 13, 2013)
- The Consistently Consistent Wholesaler (March 19, 2013)
- How Wholesalers Assist Advisors With Branding – Kimberly Bordonaro (March 26, 2013)
- Prevent Wholesaler Drowning By Avoiding The Sea of Sameness (April 2, 2013)
- How Wholesalers Turn Setbacks Into Greenbacks – Willie Jolley (April 9, 2013)
- The Comfortable Wholesaler (April 9, 2013)
- 7 Ways To Get Past Your Production Plateau (April 11, 2013)
- The Wholesaler’s Big Blown Opportunity (April 16, 2013)
- Inside a Wholesaler’s Head (April 19, 2013)
- A Wholesaler Walks Into A Bar…… – Dale Irvin (May 2, 2013)
- The Give and Take of Your Next Sales Meeting (May 6, 2013)
- Wholesalers: Stay Away From Shiny Objects (May 14, 2013)
- 6 Ways To Keep Your Clients Yours (May 20, 2013)
- The Master Negotiator aka Wholesaler – Greg Williams (May 21, 2013)
- One Absolutely Foolproof Way Great Wholesalers Stay Out of The Sea of Sameness (May 21, 2013)
- The Happy Wholesaler (May 28, 2013)
- 2 Things That Separate The Average Wholesaler From The Master Wholesaler (June 4, 2013)
- The Rules of Wholesaler Networking – Michael Goldberg (June 5, 2013)
- The Wholesaler Who Can’t Say No (June 13, 2013)
- Rookie Group Call Library II (June 14, 2013)
- 7 Steps Great Wholesalers Take When Markets Correct (June 20, 2013)
- 11 Key Reasons Internal Wholesalers Get Promoted To External Wholesalers (June 24, 2013)
- Talking About Death Won’t Kill You – Amy Florian (June 26, 2013)
- The Responsible Wholesaler (July 8, 2013)
- Distraction Proof Wholesaling – Paul Kingsman (July 16, 2013)
- 5 Calls Wholesalers Need To Start Making (July 19, 2013)
- The Tactical Wholesaler – A Better Sales Meeting Experience (July 25, 2013)
- Creating Powerful Wholesaler First Impressions – Bill Acheson (August 6, 2013)
- Amazing Wholesaler Success Described in 4 Words (August 8, 2013)
- RRE Group (August 9, 2013)
- A Wholesaler’s Heart (August 19, 2013)
- Of Internals, Aged Port, and Fine Cigars (August 26, 2013)
- Are You A Behaviorally Smart Wholesaler? with Peggy Mengel (August 26, 2013)
- One Way Wholesalers Can Find More ‘Me’ Time (August 27, 2013)
- 14 Ninja Ways Great Wholesalers Use Google (September 3, 2013)
- The Wholesaler’s Fred Factor – Mark Sanborn (September 9, 2013)
- Yes, Top Producers Can Get Fired Too (September 10, 2013)
- No More Wholesaler Excuses – Sam Silverstein (September 18, 2013)
- The Offensive Wholesaler – 5 Tactics To Keep Appointments on Track (October 1, 2013)
- Here’s Your 2014 Business Planning Bundle! (October 1, 2013)
- Wholesalers Need To Grow a Pair – Larry Winget (October 4, 2013)
- Great Wholesalers Make Change Work – Randy Pennington (October 15, 2013)
- One Simple Question (October 18, 2013)
- Advanced Wholesaler Technique: The 8 Benefits of Forward Scheduling (October 28, 2013)
- What Makes A Bad Wholesaler? (November 9, 2013)
- More How To Work A Room® – Susan RoAne (November 13, 2013)
- Email Mastery Call Replay (November 18, 2013)
- Use Feedly To Be A Better Student Of The Business (November 26, 2013)
- Unbreakable Laws of Wholesaling – Jeffrey Gitomer (November 27, 2013)
- The Wholesaler Who’s Waiting (December 2, 2013)
- 14 Characteristics Of The Memorable Wholesaler (Part One) (December 3, 2013)
- 16 Things That Keep Wholesalers Awake At Night (December 6, 2013)
- Nobody Cares How Much Wholesalers Know – Sam Richter (December 13, 2013)
- 42 Ways To Kill It In 2015 (December 16, 2013)
- Just Be Better (January 1, 2014)
- Sell More To Make Less – The Downside Of Wholesaler Success (January 7, 2014)
- 10 Most Popular Posts You May Have Missed (January 14, 2014)
- 10 Irrefutable Truths About Wholesaler Likeability (January 15, 2014)
- Advisors, Money and Emotions – Julie Murphy (January 20, 2014)
- Advisor Drop-ins: Smart Tactic or Dumb Move? (January 20, 2014)
- 10 Surefire Ways Wholesalers Screw Up A Sales Meeting (February 4, 2014)
- Inside The Mind of a Barron’s Top 100 FA – Jonathan Kuttin (February 4, 2014)
- The Results: What’s Your Sales Outlook? (February 11, 2014)
- 5 Powerful Reasons Wholesalers Form Partnerships (February 18, 2014)
- The Results: Compensation Expectations (February 25, 2014)
- UPDATED: 7 Ideas For More Productive Wholesaler Office Days (now including video!) (February 25, 2014)
- Can Wholesalers Turn Adversarial Advisors Into Allies? – Bob Burg (February 25, 2014)
- More Effective LinkedIn Use for Wholesalers and Advisors – Amy McIlwain (March 10, 2014)
- 5 Critical Strategies That Will Make COIs Love You (March 10, 2014)
- The Introspective Wholesaler – SWOT Analysis Worksheet (March 14, 2014)
- 14 Characteristics Of The Memorable Wholesaler (Part Two) (March 18, 2014)
- The Results: Wholesaler Tenacity (March 24, 2014)
- The Work Wholesalers Do Is Significant – Joe Jordan (March 26, 2014)
- 10 More iPhone and iPad Apps For Wholesalers (April 8, 2014)
- A Video Message From Rob Shore About Your PVP-Peerless Value Proposition® (April 14, 2014)
- Why Can’t Wholesalers Get Out Of Their Own Way? – Mike Robbins (April 15, 2014)
- Millionaire Wholesaler Secret: 10 Tasks You Should Outsource Today (April 16, 2014)
- The Results: Wholesaler Office Days (April 28, 2014)
- Essential Networking for Wholesalers – Andrea Nierenberg (May 6, 2014)
- In Praise of Praise: How Distribution Leaders Are Chasing Away Talent (May 9, 2014)
- Free Replay: Five Secrets To Attaining Wholesaling Success AND Having A Life Too (May 14, 2014)
- Design Your Wholesaling Masterpiece – Jon Gordon (May 20, 2014)
- Welcome to the Wholesaler Beauty Pageant (May 23, 2014)
- How Wholesalers Can Attract a Boatload of Ideal Clients – Annette Bau (June 11, 2014)
- Put This One Great Tech Gadget In Your Bag Today (June 13, 2014)
- How To Move Advisors From Being Interested To Producing (June 17, 2014)
- The Results: Wholesaler Praise (June 24, 2014)
- 5 Tips For Delivering Epic Presentations – Jane Atkinson (June 26, 2014)
- 10 Daily Keys To Wholesaler Success (July 1, 2014)
- Create Bigger Producers Through Bigger Relationships – Jim Cathcart (July 21, 2014)
- A Wholesaler’s Shift From Bland To Brilliant – Simon T. Bailey (August 6, 2014)
- 10 Ways to Ignite the Fuse With a Top Prospect (August 7, 2014)
- Become Better at Drafting on Influentials (August 13, 2014)
- Are Your Advisor Appointments Diagnostic or Prescriptive? (August 19, 2014)
- Outsmart, Outlast and Outperform Your Competition with Mark Eaton (August 22, 2014)
- Wholesaling in the Shark Tank (September 3, 2014)
- A Wholesaler’s Off Season – Walter Bond (September 9, 2014)
- 4 Things Wholesalers Shouldn’t Ass-ume (September 15, 2014)
- 5 Myths Dispelled: Profitably Working with a Scheduler (September 16, 2014)
- A Wholesaler’s Fascination Advantage – Sally Hogshead (September 23, 2014)
- Here’s Your 2022 Business Plan Template! (September 24, 2014)
- One Reason Advisors May Not Be Buying What You’re Selling (September 28, 2014)
- Rob Shore 10-3-2014 (October 6, 2014)
- Tell Us Your Story of Tales From the Road (October 7, 2014)
- Ants In The Wholesaler’s Pants (October 9, 2014)
- Mentos, Diet Cokes and Creative Wholesaling – Steve Spangler (October 16, 2014)
- A Better Way To Stay Organized During (And After) The Advisor Appointment (October 27, 2014)
- A Night At The No-Name Motel (October 31, 2014)
- Gaining Commitments and Closing – Anthony Iannarino (November 4, 2014)
- A Wholesaler’s Sacred Selling Hours (November 8, 2014)
- 8 Ways Advisors Know They’ve Partnered With the Right Wholesaler (November 10, 2014)
- 3 Ways to Make Your Advisors (and You) More Referable – Bill Cates (November 18, 2014)
- Wholesaler Masterminds Schedulers Quarterly Client Coaching Call (November 25, 2014)
- Should Wholesalers Procrastinate on Purpose? – Rory Vaden (January 7, 2015)
- Great Wholesalers Do Not Collect Business Cards (January 8, 2015)
- Why Wholesalers Should Never Fly Solo – Waldo Waldman (January 23, 2015)
- Your Can’t Lose Wholesaler Success Formula (January 26, 2015)
- Stay Better Organized by Using Checklists in Evernote (January 31, 2015)
- Is The Art of Wholesaling Dying? – Lee Kowarski (February 10, 2015)
- How to Seamlessly Import Files to Evernote From Your Computer (February 16, 2015)
- Longer Hours Doesn’t Equal Greater Success – Jason Womack (February 25, 2015)
- 11 Topics You Need To Be Discussing With Your Internal Partner (March 3, 2015)
- Wholesaler Masterminds Schedulers Quarterly Conference Call 3-5-2015 (March 5, 2015)
- MMI Sales and Marketing Leadership Summit Presentation Replay (March 6, 2015)
- Creating Wholesaler Distinction | The Lessons of Taxi Terry – Scott McKain (March 17, 2015)
- 12 Must Read Posts For Internal Wholesalers (March 23, 2015)
- 14 Incredibly Useful Technology Posts For Productivity and Efficiency (March 24, 2015)
- More Than 200 Ideas To Improve Your Wholesaling Practice (April 9, 2015)
- Understanding The Wholesaler Brain – Scott Halford (April 10, 2015)
- Prep Work (April 21, 2015)
- The 5 Greatest Risks To A Wholesaler’s Practice (April 21, 2015)
- Wholesalers Shouldn’t Hide Their Financial Success – Kim Ann Curtin (April 28, 2015)
- A Wholesaler’s Worst Kept Dirty Little Secret (May 19, 2015)
- 10 Most Wanted Advisors List (June 4, 2015)
- Congress Call Replays (June 5, 2015)
- Try These 8 Ways To Become More Productive (June 8, 2015)
- 14 Critical Wholesaler Strengths – How Do You Measure Up? (June 26, 2015)
- Because Trial Closing Matters: 47 Trial Closes Wholesalers Can Start Using Today (July 13, 2015)
- Wholesaler Masterminds Schedulers Quarterly Conference Call 7-20-2015 (July 20, 2015)
- 21 Success Tips: How To Profit From Your Relationship With Your Scheduler (August 7, 2015)
- What Makes a Great Day of Wholesaling? (August 12, 2015)
- The Dangerous Downside of Digital: Are Wholesalers Misusing Technology? (September 9, 2015)
- For Wholesalers with Three Years or Less of External Wholesaling Experience (September 23, 2015)
- 28 Reasons Why Wholesaling is the Greatest Job on Earth (October 6, 2015)
- 21 Ways Your Wholesaling Resolve Will Be Tested (October 8, 2015)
- Your Territory Is Being Cut, Now What? (November 2, 2015)
- Do You Get Dirty In Your Territory’s Data? (November 3, 2015)
- Call Replay – Nationwide (November 6, 2015)
- Should Wholesalers Stop Making Thank You Calls? (November 16, 2015)
- Wholesaler Masterminds Schedulers Quarterly Conference Call 11-24-2016 (November 24, 2015)
- 12 Ways Wholesalers Profitably Use Their PVP-Peerless Value Proposition® (January 14, 2016)
- How to Negotiate Advisor Money Requests (January 31, 2016)
- Manchester university essay help (February 1, 2016)
- The Emotionally Incompetent Wholesaler (February 4, 2016)
- In Markets Like These What You DON’T Say May Matter Most (February 12, 2016)
- Internal Wholesalers Who Want to Become External Wholesalers: You Have to Get Your Timecard Stamped (February 17, 2016)
- What Wholesaler Skills Are Most Important To Advisors? (February 23, 2016)
- How Not to Burn Wholesaling Bridges [What Every Wholesaler Should Know About Recruitment Calls] (March 29, 2016)
- Good News! I Got Fired and I’m Leaving Wholesaling (March 30, 2016)
- Successful Trial Closing and Closing – Wholesaler Masterminds Schedulers Practice Improvement Clinic (March 31, 2016)
- 6 Ways Wholesalers Become Franchise Players (April 7, 2016)
- 12 Most Read Posts Of The Last 12 Months (April 12, 2016)
- Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow (April 26, 2016)
- Wholesaler Masterminds Dallas Event Slides (April 27, 2016)
- Wholesalers Save A Ton Of Time And Manage Emails More Efficiently Using Text Replacement (April 29, 2016)
- One Hidden Tweak To LinkedIn May Change Your World (May 9, 2016)
- Fat and Happy Wholesaling (June 1, 2016)
- Trial Closing and Closing – NEW Podcast Shows – Wholesaler Masterminds® Radio (June 15, 2016)
- Wholesaler Believe It or Don’t Stories (June 17, 2016)
- Advisor’s Viewpoint: How to Successfully Manage Wholesaler Relationships (June 21, 2016)
- Brexit Be Damned – 9 Things Wholesalers Can’t Control and 15 Things They Can (June 24, 2016)
- Sample Podcast Player (June 29, 2016)
- 31 Things Your Toughest Wholesaling Competitor Won’t Tell You (July 7, 2016)
- How to Create Advisor Clients for Life with Mike Sciortino (July 19, 2016)
- A Wholesaler’s Personal Power: Understanding Nonverbal Communication with Bill Acheson (July 26, 2016)
- Proven Ways Wholesalers Increase Their Likeability Factor with Cam Marston (August 2, 2016)
- Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your Practice’s Toolbox with Laura Virili (August 9, 2016)
- The Wholesaler’s Jar of Life (August 15, 2016)
- 7 Secrets of Power Entertaining with Eddie Osterland, MS (August 16, 2016)
- 10 Quotes and One Gift (August 22, 2016)
- Know More To Sell More: The Importance of Advisor Recon with Sam Richter (August 23, 2016)
- Your COI Mindset: A Giving Hand Is Always Full with Bill Walton (August 30, 2016)
- The Rewards of Thinking Big and Being Relentless with Jeffrey Hayzlett (September 6, 2016)
- 4 Key Elements to Delivering a Difficult Message with Steven Gaffney (September 13, 2016)
- Sushi, Sake, See Ya! – A Lesson For Sales Leaders (September 15, 2016)
- Never Be Average Wholesaling with Tim McCormick (September 20, 2016)
- Beginning to Create Your PVP-Peerless Value Proposition® – Wholesaler Masterminds Schedulers Practice Improvement Clinic (September 22, 2016)
- The Wholesaler Who Stopped Learning (September 26, 2016)
- Five Ways to Become a More Conscious Capitalist with Kim Ann Curtin (September 27, 2016)
- The Secret to Being Heard Above the Herd of Wholesalers with Joe Colavito (October 4, 2016)
- How to Have the Most Productive Relationship with Your Scheduler (October 6, 2016)
- Why Don’t Wholesalers Ask For More Referrals? Our interview with Bill Cates (October 11, 2016)
- Message for Protective Wholesalers (October 12, 2016)
- DOL Fiduciary Rule Update #1: The Implications for Wholesalers and Their Leaders (October 14, 2016)
- Wholesalers, Want to Flourish in the Future? It’s Time to Change Your Mindset with Randy Pennington (October 18, 2016)
- Congratulations! Here’s Your Quarterly Success Plan (October 22, 2016)
- The Myth of Wholesaler Work Life Balance with Chris Johnson (October 25, 2016)
- How to Search and Subscribe Through the iPhone Podcasts App and How to Write a Podcast Review on iTunes (October 27, 2016)
- 3 Ways Wholesalers Make a Difference in the Lives of Their Clients, Coworkers, Family and Friends with Mark Scharenbroich (November 1, 2016)
- Client Service Models for Wholesalers and Their Advisors with Paul Kingsman (November 8, 2016)
- DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value (November 14, 2016)
- How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza (November 15, 2016)
- Giving Until It Hurts? 3 Things to Expect From Your COIs (November 22, 2016)
- Why Do a Few Highly Successful Wholesalers Consistently Outperform Their Peers? with Anthony Iannarino (November 29, 2016)
- How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr (December 6, 2016)
- Gumby, Pokey and the Wholesaling Sea of Sameness (December 9, 2016)
- 5 Rules for Wholesaler Gifting: Staying Out of the Trinket and Trash Sea of Sameness with John Ruhlin (December 13, 2016)
- 61 Ways to Kill It in 2017 (December 19, 2016)
- Great Wholesalers Dare To Be Bold with Kathleen Wood (December 20, 2016)
- Perfecting the Partnership: The Keys to a Wildly Successful Territory (January 9, 2017)
- Developing the Mindset of a Champion Wholesaler with Dr. Jack Singer (January 10, 2017)
- Hey, Equitable Life of Canada, great to work with you! (January 11, 2017)
- Daily Habits of Highly Profitable Wholesalers with Laura Stack (January 17, 2017)
- The Convergence of Health Care and Financial Planning with Peter Stahl (January 24, 2017)
- Great to see you at the MMI Wholesaler Forum! (January 24, 2017)
- One Awesome Sales Idea (January 26, 2017)
- Are You Hiding Behind Busy? (January 27, 2017)
- A Barron’s Top 100 Advisor Speaks About Wholesalers with Erin Botsford (January 31, 2017)
- Any Wholesaler Can Do Anything with Kyle Maynard (February 7, 2017)
- A Wholesaler’s Unfair Advantage (February 13, 2017)
- What Do The First 7 Seconds Say About You? with Sylvie Di Giusto (February 14, 2017)
- Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us (February 14, 2017)
- One iPhone Hack That Will Save You a Ton of Time (February 16, 2017)
- Wholesalers, Are You on the Ethical High Road? with Frank C. Bucaro (February 21, 2017)
- all shows (February 22, 2017)
- A COI Speaks: If You Don’t Differentiate, You Don’t Resonate with Bill Edmonds (February 28, 2017)
- These 10 Ideas Will Make Your Next Conference or Roadshow Far More Successful (March 2, 2017)
- Unavoidable Truth: You Need to Get Your Teeth Kicked In (March 3, 2017)
- Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia (March 7, 2017)
- Coaching Special: Through April 14th (March 13, 2017)
- We’re Our Own Worst Enemy: The Danger of What Goes on Between Our Ears with Chris Spurvey (March 14, 2017)
- A Whole Lot More Than 24 Great Ideas Wholesalers Use to be More Productive – and Memorable (March 17, 2017)
- Become a Better Networker in Four Simple Steps with Joe Sweeney (March 21, 2017)
- LinkedIn Sales Navigator: Why it’s a Must Have Tool for Wholesalers with Phil Gerbyshak (March 28, 2017)
- Confidence and Courage: Improve Your Practice (and Change Your Life) in 5 Seconds with Mel Robbins (April 4, 2017)
- Six Strategies Wholesaler Use to Vastly Improve Their Connection Quotient with Colette Carlson (April 11, 2017)
- Is Grit a Wholesaler’s Most Important Attribute? with Dr. Eric Frazer (April 18, 2017)
- Five Star Service and Attention to Detail: The Benefits to Your Practice with Bruce Himelstein (April 25, 2017)
- Taking Indications of Interest from Florida Wholesalers (April 26, 2017)
- How to Successfully Partner with Corner Office Advisors with Richard Weylman (May 2, 2017)
- Four Things Wholesalers Can Do Today To Survive The Next Recession/Market Downturn (May 2, 2017)
- The Next Crisis Is Always Lurking, Are You Prepared? with Melissa Agnes (May 9, 2017)
- 2020 UPDATE: This One [Other] Chart Should Scare The Crap Out Of You (May 11, 2017)
- Great Wholesalers Give More in Value Than They Receive with Bob Burg (May 30, 2017)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Message (June 1, 2017)
- See You Soon Allianz! (June 5, 2017)
- The Evolution of Wholesaling: The Rise of the Consultant Seller with Mark Magnacca (June 6, 2017)
- Yes, Great Wholesalers No (June 7, 2017)
- Great Wholesalers Know How to Unlock Their Creative Mind with Scott Shellstrom (June 13, 2017)
- 8 Core Sales Beliefs of Truly Great Wholesalers with Tony Hughes (June 20, 2017)
- Parkinson’s Law and the Importance of Time Blocking Your Calendar (June 26, 2017)
- Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina (June 30, 2017)
- Just a Wholesaler? (July 6, 2017)
- It. Just. Is. – Your Futile Search for the Cure to Your To Do List (July 10, 2017)
- Sales Trap: Chasing One Hit Wonders (July 17, 2017)
- Wholesalers and High Concepts (July 24, 2017)
- 7 Proven Suggestions to Make Your Advisor Voicemail Messages More Effective (July 26, 2017)
- Our Upcoming Time Together in Toronto (August 2, 2017)
- Our Upcoming Time Together in Chicago (August 2, 2017)
- 2017 State of Wholesaling Survey Results: Survey Participant Census Data (August 9, 2017)
- The Impact of DOL and CRM2 Significant For Most Wholesalers: 2017 State of Wholesaling Survey Results – Part 1 (August 9, 2017)
- The Effect of the Aging US and Canadian Advisor Population: 2017 State of Wholesaling Survey Results – Part 2 (August 17, 2017)
- Wholesalers Believe Big Data and Technology Having Significant Impact on Business: 2017 State of Wholesaling Survey Results – Part 3 (August 25, 2017)
- Death By Daily Sales (August 30, 2017)
- 70% of RIAs Are Not Influenced by Wholesalers and 46.7% React Negatively to Interactions (September 11, 2017)
- You Might Be The Best, But You Can Still Be Better with Mark Sanborn (September 12, 2017)
- Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans (September 19, 2017)
- 54% of Wholesalers See Significant Impact on Future Income: 2017 State of Wholesaling Survey Results – Part 4 (September 22, 2017)
- There’s Everything Funny About Wholesaling with Karyn Buxman (September 26, 2017)
- The Next Small Thing – First Eight Minutes (September 26, 2017)
- If It Walks Like A Duck (September 29, 2017)
- Wholesaler Follow-up Process: Part Art and Part Science with Chris Dungworth (October 3, 2017)
- Pick Up The Damn Phone! with Paul Neuberger (October 10, 2017)
- The Secrets of Million Dollar Sellers with Steven Harvill (October 24, 2017)
- What To Do When There’s Too Much To Do with Matt Johnson (October 31, 2017)
- RIA Wholesaling Best Practices with Dennis Gallant (November 7, 2017)
- First Call Wholesaling aka The Snapple Factor (November 7, 2017)
- What’s Next? Your Life After Wholesaling with Calvin Wayman (November 14, 2017)
- How Can Wholesalers More Effectively Cope With Stress? with Life Coach Mary (November 21, 2017)
- Defending the Honor of Wholesaling (November 27, 2017)
- Death by Referrals with Kirk Lowe (November 28, 2017)
- Breaking The Golden Rule (November 30, 2017)
- Become a Crazy Good Speaker! with Deirdre Van Nest (December 5, 2017)
- See You Soon OneAmerica! (December 7, 2017)
- The Impact of Change on Distribution and Wholesaling with Steven Miyao (December 12, 2017)
- MMI Distribution Leadership Forum Promo (January 4, 2018)
- Done and done! (January 8, 2018)
- Converting Simple Connections to Meaningful Relationships on LinkedIn with Kim Peterson Stone (January 9, 2018)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Message (January 12, 2018)
- Creating an Influential Advisor Encounter with Michael Hoffman (January 16, 2018)
- Throw Away Your Annual Business Plan with Brian Moran (January 23, 2018)
- Custom Wholesaler Training and Development Videos by Wholesaler Masterminds® (February 3, 2018)
- Winning Your Wholesaling Career (Not Simply Enduring It) with Tim Cole (February 6, 2018)
- Wholesalers, Do You Know the Rules of Highly Effective Networking? with Michael Goldberg (February 13, 2018)
- Should I Stay or Should I Go? An Internal Wholesaler’s Dilemma (February 15, 2018)
- How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray (February 20, 2018)
- For Divisional Managers (Part One): Create a More Effective Ride-Along (February 20, 2018)
- There’s Pain in Your “But” (February 26, 2018)
- Decisions, Money and Emotions: Gaining a Better Understanding of an Advisor’s World with Dr. Moira Somers (February 27, 2018)
- How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift (March 6, 2018)
- The Future of Wholesaling Looks Bleak (March 10, 2018)
- Be Bold, Be Brief and Be Gone with Jimmy Pomerance (March 13, 2018)
- Becoming an Irreplaceable Wholesaler with Penny Phillips (March 20, 2018)
- 57 Things I’d Tell My 31 Year Old Wholesaler Self (March 23, 2018)
- Creating a Mindset for Greatness with Sean Swarner (March 27, 2018)
- Advisors Don’t Care How You Feel with Steve Gutzler (April 3, 2018)
- Never Let Them See You Sweat with Marc Vahanian (April 10, 2018)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Message (April 18, 2018)
- The Most Powerful Way to Understand and Communicate with Advisors with Scott Schwefel (April 24, 2018)
- Becoming an Influential Wholesaler with Bob Burg (May 1, 2018)
- Becoming Reliably and Consistently More Memorable with Jeff Bloomfield (May 8, 2018)
- Are You Bullish or Bearish on Wholesaling? (May 9, 2018)
- Thinking About Moving From Wholesaling Into Sales Management? Better Read This First (May 14, 2018)
- Success At What Cost? with Angela Gaffney (May 15, 2018)
- Wholesaling In The Experience Economy with Dennis Moseley-Williams (May 22, 2018)
- The Wisdom of Our Elders is Not Always Right with Nadine Keller (May 29, 2018)
- One Mistake Wholesalers Should Never Make (June 7, 2018)
- Wholesaler Masterminds Radio Pod Pack #1: Industry Education and Trends (June 12, 2018)
- A Very Good Question (June 13, 2018)
- One Simple (But Not Easy) Way Wholesalers Increase Their MQ-Memorability Quotient® (June 14, 2018)
- One Question Survey: Wholesaler Thank You Calls (June 15, 2018)
- Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group (June 19, 2018)
- RESULTS: One Question Survey – Wholesaler Thank You Calls (June 22, 2018)
- Be a Wholesaling Hero (June 25, 2018)
- Lessons From Leaders #2: Interview with Jim Jessee, MFS (June 26, 2018)
- The One Thing Killing Your Wholesaling Productivity (June 28, 2018)
- Are You The Real Thing? (July 2, 2018)
- Wholesaler Masterminds Radio Pod Pack #2: Winning and Solidifying the Advisor Relationship (July 3, 2018)
- Two Proven Ways to Become a Better Listener (July 9, 2018)
- Wholesaler Masterminds Radio Pod Pack #3: Wholesaler Self Improvement (July 10, 2018)
- Lessons From Leaders #3: How Wholesalers Thrive in the Future with Cerulli Associates (July 17, 2018)
- Hold Me Closer Tony Danza (July 19, 2018)
- Do Your Advisors Feel FOMO? (July 26, 2018)
- 12 Skills You’ll Need To Hone For The Next Decade Of Wholesaling (July 27, 2018)
- Pay Yourself First (August 2, 2018)
- The Thinker (August 9, 2018)
- How Many Times Should I Attempt To Schedule An Advisor Before Giving Up? (August 16, 2018)
- Lessons From Leaders #4: Interview with Anne Steer, Congress Asset Management (August 21, 2018)
- It’s My Fault (August 28, 2018)
- Big Brother’s Watching (September 6, 2018)
- Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen (September 11, 2018)
- The Wholesaling Marathon (September 13, 2018)
- We Need To Make A Change (September 20, 2018)
- Lessons From Leaders #6: Interview with Chad Mueller at CUNA Mutual Group (September 25, 2018)
- Wholesaler Struck By Lightning (September 27, 2018)
- It. Just. Is. (October 4, 2018)
- Lessons From Leaders #7: Interview with Kevin McGarry, National Sales Manager, Nationwide Mutual Funds (October 9, 2018)
- Your Ocean of Rejection (October 11, 2018)
- Three Step Wholesaler Cleanse (October 18, 2018)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (October 24, 2018)
- The Curious Wholesaler (October 25, 2018)
- For Divisional Managers: Part Two – Create a More Effective Ride-Along (October 29, 2018)
- Lessons From Leaders #8: The Death of a Wholesaler – How to Avoid Irrelevance with HiddenLevers (October 30, 2018)
- Word of Mouth Marketing (and Why The Same is Lame) with Jay Baer (November 27, 2018)
- Improve Your Wholesaling Performance 1% At A Time (December 21, 2018)
- 83 Ways to Make 2019 Your Career Year (January 7, 2019)
- Q: How Many Contacts Are Required Before Your Prospect Writes Your Business? (January 8, 2019)
- Please Increase Your MQ-Memorability Quotient®. Thank You. (January 25, 2019)
- You’re Not Lucky (January 28, 2019)
- Your Wholesaling Reality Check (January 28, 2019)
- That Time I Outsourced Authenticity (February 4, 2019)
- One Wholesaler’s Innovative Approach to Getting Email Opened and Read (February 5, 2019)
- 5 Timeless Speaking Tips (February 11, 2019)
- What’s Your Motivation? (February 25, 2019)
- Survey Results: What Motivates You To Be A High Performing Wholesaler? (March 5, 2019)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (March 6, 2019)
- Use Your iPhone To Stay More Focused In Advisor Meetings (March 6, 2019)
- On My Mind: Making A Difference (March 7, 2019)
- On My Mind: What Rocks Are You Carrying Around? (March 8, 2019)
- On My Mind: Quantity of Appointments vs Quality of Appointments (March 11, 2019)
- On My Mind: The Internal Who’s Itching to Get Out (March 12, 2019)
- On My Mind: The Injurious Sales Cycle? (March 18, 2019)
- On My Mind: To Office Day or Not To Office Day? (March 21, 2019)
- On My Mind: The Unappreciative Leader (March 22, 2019)
- Thanks for your input! (March 26, 2019)
- On My Mind: Are You Asking For The Business? (March 29, 2019)
- On My Mind: What’s Next? (April 4, 2019)
- On My Mind – Validation Not Required: Building Your Memorability Quotient (April 16, 2019)
- Lessons From Leaders #9: Successfully Moving Your Distribution Career Forward with Kathy Freeman (April 23, 2019)
- On My Mind: Do You Understand Your Advisor’s Algorithm? (April 24, 2019)
- One Simple Way To Be The Most Memorable Wholesaler Or Leader (May 2, 2019)
- On My Mind: Your Strategic Wholesaling Advantage (May 3, 2019)
- A Sign From Above (May 6, 2019)
- The Legend of 9D: An Act of Uncommon Kindness (May 9, 2019)
- In Memory Of A Memorable Wholesaler (May 16, 2019)
- Are You Tuned In? (May 17, 2019)
- Video: How To Create Your PVP-Peerless Value Proposition® (May 22, 2019)
- On My Mind: You Versus 183 Other Wholesalers (May 24, 2019)
- How to Use Snail Mail More Effectively and Build Better Presence in Your Absence (May 28, 2019)
- Wholesaling’s Most Abrasive Noise (June 5, 2019)
- Want To Be An Indispensable Wholesaler? (June 10, 2019)
- New Mapping Feature Means Better Rotations (June 10, 2019)
- Wholesaler Success: What People See Versus What They Don’t See (June 20, 2019)
- Summer Coaching Special (June 24, 2019)
- 10 Things I’ve Learned About Wholesalers and Wholesaling In The Last 10 Years (July 2, 2019)
- Your Canary in the Coal Mine? (July 22, 2019)
- How Can Wholesalers Ask More Meaningful Questions? (July 30, 2019)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (August 2, 2019)
- No Excuse For This Excuse (August 19, 2019)
- Are You Enjoying The Wholesaling Ride? (August 26, 2019)
- Sea of Sameness Wholesaling (September 2, 2019)
- Group Call Replays 2019-2020 (September 6, 2019)
- When Is Your Wholesaling Day Done? (September 9, 2019)
- Millionaire Wholesaler Best Practice: The Wholesaler Activity Checklist (September 13, 2019)
- Wholesaler Relationship Trouble (September 16, 2019)
- Successfully Navigating Change with Dr. Ron Rembisz (September 17, 2019)
- How To Search Wholesaler Masterminds For Any Topic (September 19, 2019)
- Lessons From Leaders #10: Interview with Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution (October 1, 2019)
- 51 Posts Every External Wholesaler Needs To Read (October 7, 2019)
- A Wholesaler’s Honeypot Paradox (October 11, 2019)
- On My Mind: Great Wholesalers Are Planning Now For The Year Ahead (October 15, 2019)
- On My Mind: How to Successfully Share an Internal Partner (October 22, 2019)
- How To Go From Zero To Hero (October 24, 2019)
- Good Question, Glad You Asked #1: How Has Wholesaling Changed Over The Years? (October 29, 2019)
- Four Words Wholesalers Should Not Utter (October 31, 2019)
- Good Question, Glad You Asked #2: How Do You Make This Job Less Stressful? (November 5, 2019)
- Your Territory On Autopilot (November 7, 2019)
- 11 Essential Articles Every New or Aspiring Wholesaler Needs To Read (November 11, 2019)
- Good Question, Glad You Asked #3: How Do You Take A More Consultative Approach To The Initial Advisor Meeting? (November 12, 2019)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (November 18, 2019)
- Good Question, Glad You Asked #4: How Do You Use Your MQ-Memorability Quotient® To Differentiate Yourself? (November 19, 2019)
- 4 Valuable Insights Offered By Millionaire Wholesalers (November 21, 2019)
- Good Question, Glad You Asked #5: After A Group Meeting, How Do You Differentiate Your Follow-up? (November 26, 2019)
- The Wholesaler Who Lost Her Focus (November 29, 2019)
- Good Question, Glad You Asked #6: How Does A Wholesaler Best Implement Their Practice Management Strategies? (December 3, 2019)
- Good Question, Glad You Asked #7 – Part One: Top Priorities When Taking Over A Territory (December 10, 2019)
- Good Question, Glad You Asked #7 – Part Two: Top Priorities When Taking Over A Territory (December 10, 2019)
- 81 Ways To Make Next Year Your Career Year (December 15, 2019)
- Since You Asked: These Are The Podcasts We Are Listening To (January 7, 2020)
- UPDATED: Most Important Areas For Wholesaler Improvement (Hint: It’s Deja Vu All Over Again) (January 9, 2020)
- One Great Wholesaler Hack (January 14, 2020)
- 10 Great Wholesaling Ideas In Under 20 Minutes – Call Replay (January 15, 2020)
- The Divisional Arsonist (January 21, 2020)
- I’ll Be Brief (January 28, 2020)
- Banned From An Advisor’s Office (February 4, 2020)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (February 8, 2020)
- Monsters Of Your Mind (February 11, 2020)
- How Great Wholesalers Leave Great Impressions on Home Office Visitors (Including Their Boss) (February 11, 2020)
- How to Reduce Friction in Advisor Appointments: Wholesaler Tech Talk with Dave Lubnik from YCharts (February 18, 2020)
- Would You Choose 4 1/2 or 4 1/2? (February 25, 2020)
- How To Use Salesforce For Profit (And Remove The Pain): Wholesaler Tech Talk with Kerry Ryan from Salesforce (March 3, 2020)
- On My Mind: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown (March 5, 2020)
- What Keeps You Up At Night? (March 10, 2020)
- The What, Why and How of Virtual Meetings in the Coronavirus Era with Marquesa Pettway (March 11, 2020)
- 10 Suggestions For Long(er) Term Work-From-Home Situations (March 15, 2020)
- 14 Things To Do With Your Extra Office Time (March 16, 2020)
- Data and a Wholesaler’s Search for Deeper Advisor Relationships: Wholesaler Tech Talk with Tim Kresl (March 17, 2020)
- On My Mind: Information Overload and the Importance of What You Say and How You Say It – Covid-19 Edition (March 18, 2020)
- Covid-19 Group Call Replays (March 20, 2020)
- And The Wholesaler Award Goes To… (March 24, 2020)
- On My Mind: Protecting Your Business During Covid-19: Wide Moat Wholesaling (March 24, 2020)
- Adapt and Innovate (and Order the Tamales) (March 25, 2020)
- One Thing That Separates Good Wholesalers From Great Wholesalers – Especially During Extraordinary Events (March 27, 2020)
- Use Feedly To Manage The Covid-19 Information Tsunami (March 30, 2020)
- One Great Idea Brought About By Covid-19 (March 30, 2020)
- Great Wholesaling vs. Just OK Wholesaling: Wholesaler Tech Talk with Barry Mandinach (March 31, 2020)
- It’s Getting Harder and Harder To Get Your Message To Advisors (April 1, 2020)
- One Lesson From The Covid-19 Wholesaler Trenches (April 6, 2020)
- Kick Covid’s Ass Group Call (April 9, 2020)
- Cut Through The Communication Clutter: Use LinkedIn To Leave A Voice Message (April 9, 2020)
- Part One: How To Prepare For Being Laid Off with Mike Brown of Management Recruiters of Cedar Rapids (April 10, 2020)
- Three Muscles Great Wholesalers Are Strengthening (April 13, 2020)
- Part Two: How To Prepare For Being Laid Off with Mike Brown of Management Recruiters of Cedar Rapids (April 13, 2020)
- 33 Technology Ideas Wholesalers Can Use to Improve Their Practice: Wholesaler Tech Talk with Austin Young (April 14, 2020)
- On My Mind: Part One – What Does The Path To “Normal” Wholesaling Look Like After Covid-19? (April 14, 2020)
- 7 Habits That Lead To Wholesaler Failure (April 21, 2020)
- In 2020 BC (April 23, 2020)
- On My Mind: Part Two – What Does The Path To “Normal” Wholesaling Look Like After Covid-19? (April 24, 2020)
- On My Mind: Part Three – What Does The Path To “Normal” Wholesaling Look Like After Covid-19? (April 27, 2020)
- Brand Loyalty Is Dead (April 30, 2020)
- Are You Listening To A Consensus Of One? (May 4, 2020)
- On My Mind: When Untouchables Become Touchable – Nothing But Good News Episode (May 6, 2020)
- Check Out Our New Coaching Program (May 8, 2020)
- On My Mind: One Way We’re Going To Be Tested In The Months Ahead (May 15, 2020)
- Make Time For Your Values (May 25, 2020)
- Releasing The Quarantine Pause Button (June 1, 2020)
- This Is The #1 Issue Facing Work From Home Wholesalers (June 21, 2020)
- Great Wholesalers Know What They Don’t Know (July 13, 2020)
- When Dinosaurs Roamed Sales Management (August 3, 2020)
- Four Important Messages For New(er) Wholesalers (August 14, 2020)
- Lesson From A Living Legend (August 31, 2020)
- 2D Wholesaling In A Covid World (or That Time I Met Tony the Tiger) (September 8, 2020)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (October 7, 2020)
- 105 Great Questions Wholesalers Should Ask Advisors (November 5, 2020)
- Wholesaler Organization Tip: How To Use Groups in Chrome (November 20, 2020)
- Another Wholesaler Organization Tip: A Cure For Too Many Open Browser Tabs (December 1, 2020)
- Considering Management After Wholesaling? Read This First (December 4, 2020)
- Improve Your Practice in 2021! (December 8, 2020)
- When Your Wholesaling Motivation Wanes (December 14, 2020)
- Keys To Advisor Scheduling Success (December 16, 2020)
- Your 2021 Wholesaling Survival (December 21, 2020)
- Here’s How One Wholesaler Described His Success Using His PVP-Peerless Value Proposition® (January 7, 2021)
- Anxious Wholesaler Syndrome (January 10, 2021)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (January 14, 2021)
- You’re on Wholesaler TV (March 8, 2021)
- Our Paleomammalian Wholesaler Brain (March 22, 2021)
- What Motivates A Wholesaler? (March 28, 2021)
- Great Wholesalers Are Comfortably Uncomfortable (April 5, 2021)
- Two Irrefutable Drivers Of Wholesaler Sales Success (April 12, 2021)
- When Sol Flips Your Wholesaling Switch (April 19, 2021)
- A Wholesalers’ Next Play Mentality (April 26, 2021)
- Too Cheesy For Your Practice? (June 4, 2021)
- If You Scratch An Advisor’s Back, Will They Scratch Yours? (June 28, 2021)
- Your DNA Behavior Report (July 2, 2021)
- Poll Results: Is The Suit and Tie Dead? (July 5, 2021)
- Diving Deeper Into Your DNA Report (July 8, 2021)
- Think YOUR Product is Commoditized? (July 19, 2021)
- I Quit! (And You Should Too) (July 19, 2021)
- A Public Service Announcement for Readers OVER THE AGE OF 45 (August 4, 2021)
- Tips For Coaching Your Internal: They Do It For You, Gold, And Glory (August 11, 2021)
- Looking To Improve Your Wholesaling Productivity? (August 16, 2021)
- 16 Tips To Find Balance In The Wholesaling Chaos (August 18, 2021)
- Email Homework (September 13, 2021)
- Get Your Wholesaler Masterminds® Business Plan Template (September 27, 2021)
- While Screaming Down The 91 Freeway (October 11, 2021)
- Wholesaler Survey Results: How Will You Engage with Advisors in 2022? (November 15, 2021)
- Wholesaler Masterminds Schedulers Quarterly Practice Management Video (January 4, 2022)
- Learn to Write More Impactful Emails (Free Content) (January 21, 2022)
- Special Podcast Episode: Six Attributes of a Long and Successful Distribution Career (January 25, 2022)
- Is MONEY Your Primary Wholesaling Motivator? (January 31, 2022)
- Was She Guilty of Complaining-in-Place? (April 8, 2022)
- What’s the weight of your phone? (April 18, 2022)
- Six Ways Millionaire Wholesalers Maintain Their Long-Term Success (May 20, 2022)
- Millionaire Wholesalers Know The Importance of Routines and Rituals (June 28, 2022)
- Want To Be More Memorable To Clients and Prospects? (July 11, 2022)
- Collaborative Annual Business Planning with Your Top Financial Advisors (October 1, 2022)
- My Best Practices: 16 Insights From A Recently Promoted Internal Wholesaler (October 21, 2022)
- Survey Findings: What Do Advisors Look For In Wholesalers? (December 8, 2022)
- Follow-up Survey (February 20, 2023)
- Top 7 Tips For Creating More Effective Emails (March 7, 2023)
- The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology? (April 3, 2023)
- Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers? (May 2, 2023)
- 107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors (May 30, 2023)
- 49 Great Discovery Questions To Ask Advisors Over The Age Of 55 (May 31, 2023)
- 7 Marketing Lessons Great Wholesalers Learn From Iconic Brands (June 1, 2023)
- Top Producer Gone Wild! What Would You Do? (July 17, 2023)
- Five Important Wholesaler Takeaways From The 2023 Cerulli Distribution Study (September 7, 2023)
- What Do You Want From A Wholesaler? (September 17, 2023)
Pages
- About Wholesaler Masterminds® and Coach Rob Shore (June 10, 2009)
- Coaching Exclusively For Wholesalers With Less Than 3 Years Experience (January 2, 2010)
- Wholesaler Masterminds Peer Group Coaching (November 4, 2010)
- NEW! Wholesaler Masterminds Video Coaching Clinic (April 1, 2011)
- Proven Strategies To Transform Your Wholesaling Practice from Rob Shore at Wholesaler Masterminds® (May 19, 2011)
- Frequently Asked Questions (June 16, 2009)
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Landing Pages
- What If Your Emails To Advisors Actually Helped You Increase Your Production? (October 18, 2012)
- Top Ten Tips for Wholesaler Organization and Time Management (October 22, 2012)
- Wholesaler Masterminds® Coaching Programs (November 12, 2012)
- A NEW Book Written Exclusively For Wholesalers (December 29, 2012)
- Take The Hassle Out Of Building Your Rotations! (May 1, 2014)
- Create Better Organized and <br> More Efficient Rotations (May 1, 2014)
- Brotherhood of the Bag Books (October 26, 2015)
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