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3 Reasons Why Wholesalers Stray From The Basics – Don Connelly

My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).

Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.

Sound at all familiar?

Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson

If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.

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Can I See Your ID?

After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA after attending the Morningstar Conference (more on that next week) I am giving you fair warning: this post is headed a bit off of the normal Wholesaler Masterminds Blog content reservation.

As a red blooded American with access to a Red Carpet Club (read: free cocktails) I felt it was my duty to spend part of my 8 hours at O’Hare at the bar.

In doing so I witnessed an interesting phenomenon in human behavior.

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6 Checkpoint Topics For Wholesalers To Discuss With Advisors

We’ve long been advocates of having beginning of the year formal, sit down, business planning meetings with our top 25 (30, 50) advisors to outline expectations for us and to get business commitments from them.

But what happens to the conscious, pragmatic follow up process to make sure that everyone is on track with their stated intentions?

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Bank Wholesalers Can Improve Their Branch Referral Training Effectiveness

Does this sound remotely familiar to you?

You know that you need to bring more value to the relationship that you have with bank/credit union advisors so you offer your services to perform a branch referral training.

The advisor arranges with the branch manager to have all employees present for an 8:15 AM meeting – including a couple of folks that are normally off on the day of the meeting.

That morning you stop off and grab some bagels to bring to the meeting as you know that food is a great ice breaker for any bank/credit union branch.

After a glowing introduction by the advisor and the branch manager you start your training.

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