And then you hit the dip...
Published: Sun, 07/28/19
Flying high. There is no better feeling, is there? You had a great month, landed the elusive client, and accomplished one of your major annual goals.
Wholesaler Masterminds
Published: Sun, 07/28/19
Flying high. There is no better feeling, is there? You had a great month, landed the elusive client, and accomplished one of your major annual goals.
Published: Sun, 07/21/19
In poker it's called a tell. The behavior that gives away the strength or weakness of your opponent's hand. In wholesaling, it's called your canary in…
Published: Sun, 07/14/19
It's a dog eat dog career. Your best client is the ne t wholesaler's best prospect. Your firm's most innovative product concept becomes your…
Published: Sun, 07/07/19
Does this sound familiar? Wholesaler A is speaking to Wholesaler B about Mrs. Advisor. Wholesaler A: "Mrs. Advisor is impossible to get an appointment…
Published: Sun, 06/30/19
76 great advisor questions. It's the most popular download in the history of our website. From that list of 76, one of the most popular questions…
Published: Sun, 06/23/19
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…
Published: Sun, 06/16/19
"The average wholesaler lasts seven years." That’s what NSM Jim Ruff said to me in 1991 during my interview to become an OppenheimerFunds wholesaler.
Published: Sun, 06/09/19
This almost started as a rant. A detailed regurgitation of two simply terrible service fiascoes I endured this week, and the lessons found therein.
Published: Sun, 06/02/19
Insidious self doubt. Ill advised second guessing. Factually incorrect assumptions. Three apt descriptions of the directions my thoughts will head in…
Published: Sun, 05/26/19
I'm no spring chicken. Not quite over the hill, but old enough to be able to reflect on things that you may not have seen, heard, or thought about.