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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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What’s the weight of your phone?

6.14 ounces.

That’s how little an iPhone 13 weighs.

Unless [Read more…]

Was She Guilty of Complaining-in-Place?

Our coaching client was vexed.

After 10 years, her firm is changing culturally.

Leadership is being replaced top to bottom.

[Read more…]

Is MONEY Your Primary Wholesaling Motivator?

It was in the ‘before’ times.

Before work-from-home.

Before advisor access restrictions.

[Read more…]

Learn to Write More Impactful Emails (Free Content)

We’ve learned a thing or two about email marketing.

Which happens when you send an email to your list every Sunday night for over 10 years!

And though we have sold a class on this topic for years, now it’s time to share some of those insights with you with our compliments.

[Read more…]

Wholesaler Survey Results: How Will You Engage with Advisors in 2022?

During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked: “What percentage of time do you see yourself spending in-person, versus virtual, in 2022?”

[Read more…]

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