The Wholesaler Who Has No Shoes
Published: Sun, 03/08/20
They are topics that consume your daily discussions. Financial planning. Asset allocation. Lifetime income. Making sure clients understand the…
Wholesaler Masterminds®
Wholesaler Masterminds
Thought you might like to listen...
Published: Thu, 03/05/20
Given the market events of the last week and the accompanying coronavirus induced calamity, I thought you might like to listen to this episode of On…
The wholesaler award goes to...
Published: Sun, 03/01/20
Sales conference season. Chances are yours has occurred in the past 60 days. At these annual events, the best wholesalers are recognized for their…
What if wholesaling
Published: Sun, 02/23/20
She was inside her own head. Deep. So far, it seemed that the 'what ifs' were taking control. What if my territory is cut? What if the mother of all…
Food For Thought
Published: Sun, 02/16/20
Great restaurants abound. Some have menus as long as your firms' latest whitepaper (think Cheesecake Factory). As I read page upon page of epicurean…
Short on ears
Published: Sun, 02/09/20
It was a gloomy Sunday. What better way to spend it, as a resident of the Wine Country, than out sampling a wee bit of the juice. On this chilly…
Ship to nowhere
Published: Sun, 02/02/20
Pure high seas torture. That's how I describe the advisor day cruise to Ensenada that I helped sponsor. I vowed never to set foot aboard a ship again.
Always Pack Your Rubbers?
Published: Sun, 01/26/20
Born in NY. Raised in Miami. 41 years in California. Let’s just say that I’m not a huge fan of the elements. Or, said another way, I’m a weather wimp.
Wholesaler struck by lightning
Published: Sun, 01/19/20
Have you been hit? By the Morningstar Gold/5-Star/Lipper Leader fund that kills the competition. By the VA that has the best positioned rider on the…
One Great 2020 Wholesaler Hack
Published: Sun, 01/12/20
8 out of 10 wholesalers. Over our last decade of coaching, that's the number of clients that list some form of e ercise as a goal when completing…