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Oct 25, 2016

Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.

In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.

Instead of chasing the unicorn,...


Oct 18, 2016

DOL equals change. Money market reform equals change. Political elections equal change. Over the course of our careers we will encounter innumerable changes - to our companies, our products, our clients and personal lives.

What's most important is how we cope with that change 

Randy Pennington is an award-winning...


Oct 14, 2016

Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.

How sweeping will the change be?

What will the impact be for wholesalers and their leaders?

Will the impacts be materially different for...


Oct 11, 2016

We all talk a good game.

We get in our heads that we should ask for referrals, study a bit about how to be more successful and then...we do nothing!

Why is that?

Bill Cates works with wholesalers (and advisors) to help them bring value to their advisor-clients through value-added programs – live presentations,...


Oct 6, 2016

What are some of the keys to a most productive relationship between a wholesaler and their scheduler?

In this Wholesaler Masterminds Radio SPECIAL EDITION, we present to you an interview with Erin Beatty.

In her role at Wholesaler Masterminds® Schedulers (one she started at the inception of the company) Erin is a...