Pat's second chance
Published: Sun, 07/23/23
Pat screwed up. Pat landed an appointment with a $2 billion Raymond James team and went in guns blazing: product, product, product. Lucky for Pat,…
Wholesaler Masterminds®
Wholesaler Masterminds
Top Producer Gone Wild
Published: Sun, 07/16/23
Swanky due diligence trips. Today they are mostly a distant memory. But back in the day I invited a few of my very best advisors to attend ours in…
Call Me Captain Obvious
Published: Sun, 07/09/23
Maybe it's the dearth of summertime basketball broadcasts. More likely it's the ever-growing opportunity I see for you to serve your advisors. Either…
In the Arena
Published: Sun, 06/25/23
It's the age of incessant opinions. Not only does everyone have one, there's no shortage of ways to broadcast them for all the world to see. So much…
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…
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…