Preview Mode Links will not work in preview mode

Nov 28, 2017

Referrals can be the life’s blood of a practice. They can also be the advisors achilles heel. So how can your advisors not suffer death by referrals - and how can you build your PVP-Peerless Value Proposition® at the same time?

Kirk Lowe is a sought after expert on branding for financial services. He is the “Brand...


Nov 21, 2017

Our jobs as wholesalers come with tradeoffs. Long hours. Arduous travel. And higher than average stress.

Which is why another visit with Life Coach Mary is in order.

Mary Allen, CPCC, MCC is known to many as America’s Inner Peace Coach, author of The Power of Inner Choice and host of Conversations with the...


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...