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DOL Fiduciary Rule Update #1: The Implications for Wholesalers and Their Leaders

Special Edition: DOL Fiduciary Rule:The Implications for Wholesalers and Their Leaders

Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.

How sweeping will the change be?

What will the impact be for wholesalers and their leaders?

Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?

To address some of these questions we asked two of the industry’s most respected consultants.

[Read more…]

How to Have the Most Productive Relationship with Your Scheduler

What are some of the keys to a most productive relationship between a wholesaler and their scheduler?

In this Wholesaler Masterminds® Radio SPECIAL EDITION, we present to you an interview with Erin Beatty.

[Read more…]

The Wholesaler Who Stopped Learning

It happened over lunch with Mike.

Seems his brother Jake sells commercial insurance.

He has created a focused and tight niche directed at commercial divers. The guys and gals that weld, for example, gas lines in the middle of the ocean.

[Read more…]

Sushi, Sake, See Ya! – A Lesson For Sales Leaders

If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain that my choice for a last meal would be sushi.

Ever since my introduction to sushi in 1978, we have had a deep and meaningful relationship.

During the early 2000’s my favorite hangout was a local place in Dana Point called Gen Kai.

[Read more…]

10 Quotes and One Gift

a gift from Wholesaler Masterminds®

Super selective and discerning.

That’s our thought when we opt-in for any email subscription.

One of our favorites is Fortune CEO Daily.

[Read more…]

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