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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...


Jan 30, 2018

If you are not learning the unique ways in which millennials think, seek out product partners and evaluate/establish trustworthy relationships you do so at your own businesses peril.

Jeff Fromm is the millennial marketing guy. Jeff's the president of Futurecast, a marketing consultancy that specializes in millennial...


Jan 23, 2018

The annual business plan. Insightful, productive work for some. Management mandated waste of time for others.

What if there was a better way?

Brian Moran, President and Founder of The 12 Week Year™, has nearly thirty years of expertise as a corporate executive, speaker, entrepreneur, consultant, coach and is a