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How To Move Advisors From Being Interested To Producing

Why is it that charities like to send us pre addressed labels for free?

What does the waitress at your local restaurant know that you should too?

Are you aware that the Hare Krishnas used to raise million of dollars using a concept that you should use more of as well?

[Read more…]

Put This One Great Tech Gadget In Your Bag Today

You’re at the back end of a long day.

You have been away from a charge for your smartphone or tablet for way too long.

You know that you won’t get any juice for another couple of hours – unless you hijack an outlet at the advisor office, coffee shop, airport terminal, etc.

[Read more…]

Welcome to the Wholesaler Beauty Pageant

You’ve been invited to speak at a sales meeting.

According to the sales manager there should be 30 advisors in attendance.

In exchange for your “support” (read: $200) you will have a solid fifteen minutes to pitch whatever you want.

Oh, and the manager tells you that you will be one of six (6) wholesalers on the agenda.

[Read more…]

In Praise of Praise: How Distribution Leaders Are Chasing Away Talent

His reputation speaks volumes.

She leads a channel of one of the most respected mutual fund distribution organizations in the land.

His innovations and ideas have been cross pollinated throughout other channels – and have added considerable billions to the top line of the firm.

She is a results driven leader who has delivered double digit growth, consistently, for years.

[Read more…]

The Results: Wholesaler Office Days

We are emphatic in our belief that wholesalers need to take an office day in order stay organized – and on top of their game.

And we respectfully disagree with sales managers who outright prohibit wholesalers from taking them.

[Read more…]

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