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Are You A Behaviorally Smart Wholesaler? with Peggy Mengel

“We don’t see things as they are, we see them as we are.” – Anais Nin

Peggy and I go way back to our first jobs as wholesalers.

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

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