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…]