featured - Wholesaler Masterminds®

Wholesaler Struck By Lightning

Have you been hit?

By the Morningstar Gold/5-Star/Lipper Leader fund that kills the competition.

By the VA that has the best positioned rider on the street.

Highs and lows.

Our careers are full of them.

Sometimes, whether we believe it’s deserved or not, we hear a message from the boss that shakes us to our core.

Valuable lessons.

We’ve all learned them.

Back at the beginning of my wholesaling career there was a manager (Anne) that asked if I could do a meeting on a Friday.

2009.

That’s the year the company began watching.

The unprecedented oversight includes tracking such as:

Spotty sales.

Lack of appointments.

Advisors not returning my calls.