Meeting Ms. Wright
Published: Sun, 06/18/23
A classic boardroom setting. Deep, rich wood tones complement the gigantic conference table set, in this case, for only two. Young-gun you and the…
Wholesaler Masterminds®
Wholesaler Masterminds
A consensus of one?
Published: Sun, 06/04/23
He stopped writing weekly emails. Because he had a consensus of one who suggested his emails were of no value. She decided that her PVP-Peerless Value…
Go get your teeth kicked in
Published: Sun, 05/28/23
Maybe it was an unfair advantage. At OppenheimerFunds I spent a lot of time in the classroom, training future bank platform reps how to sell mutual…
Unfunk Yourself
Published: Sun, 05/14/23
I knew in the first ten seconds. As soon as we e changed the obligatory "Hi, how are you?" on the call. He was in a funk. Deep, dark, stuck in the mud…
Taken For Granted
Published: Sun, 05/07/23
Shocked. And saddened. Those were two of the many emotions that I had upon reading the news that 57 E. 57th Street was closing its doors forever. The…
Crevices, Cracks, & Consequences
Published: Sun, 04/30/23
All hail the wholesaler. The road warrior. There's nothing we like better than open lanes of freshly paved highway, e ceeding speed limits set at 75…
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…
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…