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Resources To Help You Weather The Coronavirus Storm

Please read and or listen to this content that we know will assist you as you work your way through the Coronavirus Pandemic.

Feel free to share
any posts or podcasts with others in our community.

14 Things To Do With Your Extra Office Time

Your weekly office day has now become your office month.

You have called all the clients/prospects/COIs you can call today.

Your email is at or near Inbox Zero (never thought that would happen, did you?).

You have set up and/or conducted as many virtual meetings that you can conduct today.

Now what?

[Read more…]

10 Suggestions For Long(er) Term Work-From-Home Situations

Yes, you’re used to having an office day.

And, occasionally, you may even take two in a row.

But how do you handle working from home for a couple of weeks in a row, as current circumstances require?

[Read more…]

The What, Why and How of Virtual Meetings in the Coronavirus Era with Marquesa Pettway

Travel restrictions are in place and in-person advisor/COI appointments are not be possible.

So, what’s a great wholesaler to do?

Meet virtually, my friends.

[Read more…]

On My Mind: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.

This episode: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown

[Read more…]

Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans

UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we are in the throes of the Covid-19 pandemic.

Please review this content in the context of:

1) how you may serve your advisors and
2) how you can use Dr. Deans info to help yourself and your family.

At the very bottom of this post you’ll find email templates to offer to advisors.


[Read more…]

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