Feb 27, 2018
70% of an advisor's new clients are in the middle of major life change. 70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert.
She is on faculty with the Sudden...
Feb 20, 2018
It happens all the time.
You see an advisor, COI or staff member out of their office element and you seize up, unable to recall their name.
One of life's more awkward moments.
For more than 30 years, Bob Gray has amazed, entertained and educated audiences across six continents, with his incredible memory...
Feb 13, 2018
You touch a ton of advisors, COIs and fellow industry professionals. You see them in every conceivable venue.
But do you create mutually profitable networking opportunities from those encounters?
Michael Goldberg has helped thousands of advisors, wholesalers, agents, reps, brokers, planners, and private equity firms...
Feb 6, 2018
Did you choose wholesaling? Or did wholesaling choose you?
Are you an accidental wholesaler?
Tim Cole is the founder and CEO of The Compass Alliance. His book, The Compass Solution: A Guide to Winning Your Career, offers practical direction to both senior leaders and employees on how to cultivate a rich culture – and...