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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...


Aug 29, 2017

We were asked to be a guest on the Resilient Advisor Podcast. Our host, Jay Coulter, wanted us to help his audience of financial advisors work with wholesalers more effectively.

In this 20 minute show, Rob Shore outlines the attributes that advisors should look for in great wholesaling partners - and along the way...


Aug 23, 2017

Here's a quick preview of some of the great topics and guests we have coming your way in the season ahead. 


Jul 4, 2017

A quick word from Wholesaler Masterminds® Founder and CEO, Rob Shore.