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Nov 14, 2017

Are you a wholesaling lifer? Or do you have other plans for your career (and your life) at some point in the future?

If you’re thinking about what lies ahead, this episode is a must listen.

Calvin Wayman is an author, speaker, and social media entrepreneur.

In Spring 2015, he quit his day-job to pursue his dream...


Nov 7, 2017

Total assets under management at RIAs is hard to pinpoint.

But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.

But are they employing industry best practices in order to succeed?

Dennis Gallant, President of GDC Research, is an industry expert with...


Oct 31, 2017

Calls need to be returned. Appointments need to be scheduled. Follow-up contacts need to be made.

The list of things to do is endless for a wholesaler.

And sometimes it just feels like we have run out of both time and energy to do any more.

Matt Johnson is the President of On Target Living.

As a keynote speaker he...


Oct 24, 2017

100 top producers interviewed. 1,750 stories explored. A ton of insights uncovered. 

Stephen Harvill and his team have pioneered methods and techniques that has shaped global business and helped companies stretch to their true potential.  

His new book is The 21 Secrets of Million Dollar Sellers.

A scientist by...


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...