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The Next Crisis Is Always Lurking, Are You Prepared? with Melissa Agnes

It’s bound to happen at some point.

Your superstar PM abruptly resigns.

Your firm’s rating takes a major downgrade.

Or, heaven forbid, a scandal plasters your name across the front page of the industry trades.

[Read more…]

How to Successfully Partner with Corner Office Advisors with Richard Weylman

Big game hunting.

In our world it’s the ‘corner office’ advisor, the object of every wholesaler’s affection.

And if you are able to successfully bag a partnership with this most elusive producer you can change the trajectory of your practice.

The question is: how do you do it?

[Read more…]

Five Star Service and Attention to Detail: The Benefits to Your Practice with Bruce Himelstein

See the image of the iPhone lightning cable?

It tells a remarkable service story.

One our guest this week knows all too well.

[Read more…]

Is Grit a Wholesaler’s Most Important Attribute? with Dr. Eric Frazer

You may have a tremendous education.

You may be a whiz kid when it comes to your products, as well as your competitors.

You may have the most well crafted PVP-Peerless Value Proposition® on the street.

But are you lacking the grit it takes reach your highest level of success?

[Read more…]

Six Strategies Wholesaler Use to Vastly Improve Their Connection Quotient with Colette Carlson

Is it just us or are you also experiencing the evolution?

The migration from wholesalers who are simply churning out appointments for the sake of being seen to wholesalers that are approaching the right advisors in the most thoughtful manner possible.

If you are being more targeted and prudent in your approach to advisors, our guest can help you make better connections – faster.

[Read more…]

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