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Oct 10, 2017

Study after study tells us that:

  • Advisors would rather schedule wholesaler appointments via email versus phone
  • Millennials hate speaking on the phone and would rather text
  • Cold calling has gone the way of diesel powered cars

In fact many wholesalers, though they may not admit it out loud, are downright afraid of the...

Oct 3, 2017

In our recent 2017 State of Wholesaling Survey wholesalers said that they need help with their follow-up process. So, how can wholesalers do a better job of follow up?

Our partners in Wholesaler Masterminds Schedulers have insights to share about how wholesalers can greatly improve their follow-up process.


Sep 26, 2017

How can you strengthen your advisor relationships? And build trust? And separate yourself from The Sea of Sameness?

Our guest proves that business humor is no laughing matter. It's a seriously effective way to improve your practice.

Karyn Buxman is a neurohumorist and TEDx speaker (“How Humor Saved the World”).


Sep 19, 2017

Maybe you put it on the stack with other "value add" topics. It's a topic so prevalent as to become background noise to our financial advisor clients.

And yet so few are doing a thing about a $30 trillion, once in a lifetime occurrence – to their own extraordinary peril.

Dr. Thomas William Deans is the author of the...

Sep 12, 2017

Maybe you’re at the top of your wholesaling game and lined up for another Career Year. Or perhaps you’re stuck, unable to break through the same sales position you have been in for years.

In either case Mark Sanborn believes we all have work to do to realize our full potential.

Mark Sanborn, CSP, CPAE, is president...