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Feb 21, 2017

Our business has many a slippery slope. Every day wholesalers are confronted with ethical temptations.

Opportunities and urges to "work around" legal and compliance best practices.

But at what cost?

Trust issues, leadership missteps and ethics problems can threaten any organization, impact market value and...


Feb 14, 2017

One…two…three…four….five…six…seven. It only takes 7 seconds for a person to form an impression of you.

What do those seven seconds say about you?

“People Packaging is what I do”, says Sylvie di Giusto who helps individuals and organizations to explore how people make up their minds very quickly...


Feb 7, 2017

Speed bumps. Road blocks. Barriers to success.

Call them what you will - these potential impediments to success fill our careers - and our lives.

Our guest on this episode may well have you rethinking what you are capable of accomplishing.

Kyle Maynard is a motivational speaker, bestselling author, entrepreneur,...


Jan 31, 2017

They are the holy grail of most wholesaler's practices. The Barron's Top 100 advisor. Cumulatively, based on the 2016 list, they manage $859,610,000,000!

Erin Botsford is a Barron’s Top 100 Independent Advisor & Top 100 Women’s Financial Advisors, Best-Selling Author, Founder and CEO of Botsford Financial...


Jan 24, 2017

The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.

But what about the intricacies of retirement health care costs and the impact on sound financial planning?

Our guest offers thought provoking insights and ideas for you to bring to your advisors.

Keynote...