200 Series - Wholesaler Masterminds®

A COI Speaks: If You Don’t Differentiate, You Don’t Resonate with Bill Edmonds

Always a rare opportunity.

To be able to speak to current and former senior leaders of the firms that we serve.

Specifically about great wholesalers…and those that have work to do to become great.

Our business has many a slippery slope.

Every day wholesalers are confronted with ethical temptations.

Opportunities and urges to “work around” legal and compliance best practices.

But at what cost?

One…two…three…four….five…six…seven.

It only takes 7 seconds for a person to form an impression of you.

What do those seven seconds say about you?

Speed bumps.

Road blocks.

Barriers to success.

They are the holy grail of most wholesaler’s practices.

The Barron’s Top 100 advisor.

Cumulatively, based on the 2016 list, they manage $859,610,000,000!