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Wholesalers and High Concepts

Quick.

Describe the essence of what you do for advisors in a short sentence.

Make it both brief and provocative.

[Read more…]

Sales Trap: Chasing One Hit Wonders

As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.

The more a prospect offered resistance, the harder I sold.

[Read more…]

It. Just. Is. – Your Futile Search for the Cure to Your To Do List

100+ years.

That’s the collective years of wholesaling wisdom represented at a recent, very small reunion of super successful current and former wholesalers.

[Read more…]

Just a Wholesaler?

Three hours that go by in the blink of an eye.

That was the sensation I had when I sat down for a discussion with Alan.

[Read more…]

Parkinson’s Law and the Importance of Time Blocking Your Calendar

The elusiveness of time.

Such as opening email first thing on an office day.

And two hours later finding yourself mindlessly sorting your email filing system.

[Read more…]

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