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Apr 11, 2017

Is it just us or are you also experiencing the evolution?

The migration from wholesalers who are simply churning out appointments for the sake of being seen to wholesalers that are approaching the right advisors in the most thoughtful manner possible.

If you are being more targeted and prudent in your approach...


Apr 4, 2017

It doesn't matter how long you have been wholesaling, nor how much money you make. The fact is every one of us has doubted ourselves.

From time to time we've called into question any and all elements of the what we do and/or the how we do it.

What if you could work past that that doubt, that momentary (or longer) crisis...


Mar 28, 2017

LinkedIn is undergoing a massive overhaul. Which means the free access you've enjoyed for so long now comes with more limitations.

This weeks' guest helps us sort the latest iteration of LinkedIn out.

Phil Gerbyshak is a former vice president of information technology at a full service financial services company, where...


Mar 21, 2017

How well do you network? Do you build reciprocal relationships that last years, perhaps a lifetime? If you have room to improve this vital skill, Joe Sweeney is here to help.

Joe Sweeney is a former owner and now a strategic director at Corporate Financial Advisors, LLC, a middle-market investment banking firm which...


Mar 14, 2017

Often the loudest voice is the one that can't be heard by others. It's the voice that not so quietly plays inside our heads.

And if we're not careful that voice will consume and debilitate us.

Chris Spurvey is all about the sales mind-set. Chris is the author of It’s Time to Sell: Cultivating the Sales Mind-Set. After...