The Wholesaler Has No Shoes
Published: Sun, 04/23/23
The topics consume your daily discussions. Financial planning. Asset allocation. Lifetime income. Making sure clients understand the implications of…
Wholesaler Masterminds®
Wholesaler Masterminds
Activity creates apptivity
Published: Sun, 04/16/23
"Apptivity." A word first heard used by an insurance industry senior leader in 2010. Defined as: policy application activity. Maybe to you it’s…
Wholesaler Liquidity
Published: Sun, 04/09/23
$66 billion flowed into money market funds last week. Every dollar eyeing the avoidance of risk while controlling liquidity. For some investors today,…
You feel me?
Published: Sun, 04/02/23
One of the greatest shooters ever. He just returned from a freak injury sustained while warming up before a random game. He had been out for three…
"You're not worth it"
Published: Sun, 03/26/23
It started like any other inquiry. The manager called to ask about the programs that we have for wholesaler training. After outlining the offerings…
48th Floor Freak Out
Published: Sun, 03/19/23
He was a massive top producer. I was a newer wholesaler. Each time I saw Mike he shared his grand scheme for THE client event to top ALL client…
Spin-out ahead?
Published: Sun, 03/12/23
Trapeze artists amaze. Clowns delight the crowd. But do not sleep on the plate spinners. Whether their specialty is the Dynamic Plate Spin, Acrobatic…
Under pressure?
Published: Sun, 03/05/23
You have to learn to pace yourself Pressure You're just like everybody else Pressure When Billy Joel wrote the lyrics to Pressure in 1982 the business…
Make 'em jealous
Published: Sun, 02/26/23
It took two years. And a host of live visits combined with phone follow up. Then it finally happened. A $10,000,000 trade. Which was followed shortly…
Double-check your input
Published: Sun, 02/12/23
The CEO took the stage. He spoke about the investments the firm had made in technology, product design, and headcount. He told the assembled…