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Dec 20, 2016

In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel. 

Kathleen Wood serves as the CEO and Founder of Kathleen Wood Enterprises (KWP), a collection of leading edge businesses dedicated to making a positive impact on people, performance and profits. 

The cornerstone of Kathleen Wood...


Dec 13, 2016

Think about the last five trinket/gift items you gave advisors. The faux high-end pen? A Starbucks coffee card? Or the always popular Omaha Steaks?

Stop the madness!

John Ruhlin is the founder and CEO of the Ruhlin Group, a firm that specializes in high-level gifting plans to build relationships and acquire new...


Dec 6, 2016

What's the wholesaler formula for success? In our writing and speaking we have identified it as IQ+EQ+CQ=MQ. Our guest this week is eminently qualified to help us all improve our EQ.

Anne Loehr is an internationally sought after keynote speaker, writer, consultant, and trainer. She helps leaders in...


Nov 29, 2016

A 'no' is not a failure. It's information. The ability to think on your feet is no excuse for being unprepared. Small salespeople ask weak questions.

If these statements ring true to you - or simply get you thinking about your areas of improvement - then our returning guest (be sure to listen to our other visits...


Nov 15, 2016

If the Kremlin can hack a political party, what's to stop your accounts from being accessed by evil doers?

How can you protect your online security? What steps can you take to avoid identity theft?

Keynote speaker Jeff Lanza was an FBI Special Agent for over 20 years, investigating corruption, fraud, organized...