A ‘no’ is not a failure. It’s information.
The ability to think on your feet is no excuse for being unprepared.
Small salespeople ask weak questions.
How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza
If the Kremlin can hack a political party, what’s to stop your accounts from being accessed by evil doers?
How can you protect your online security?
What steps can you take to avoid identity theft?
Client Service Models for Wholesalers and Their Advisors with Paul Kingsman
How many active sellers do you serve?
200? 500? 800?
How do you decide how much “love” to give, to whom, and when?
3 Ways Wholesalers Make a Difference in the Lives of Their Clients, Coworkers, Family and Friends with Mark Scharenbroich
We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat, bottom line focused industry.
Too often, in the tireless pursuit of the business objectives, we overlook simple (but by no means easy) ways to impact the lives of those around us.
The Myth of Wholesaler Work Life Balance with Chris Johnson
True story.
Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.
In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.
Instead of chasing the unicorn, what if there was a better solution?
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