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Internal Use Only is a newer entrant in the podcasting community, focusing on content for wholesalers. We share with our listeners this episode in which host Dan Sullivan interviews Rob Shore from Wholesaler Masterminds®
Note, there is strong language used starting at the 49:10 mark.
Based, in part, on 57 Things I’d Tell My 31 Year Old Wholesaler Self
The book referenced in the show is The Millionaire Next Door
Check out other Internal Use Only episodes here.
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Saknas det avsnitt?
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Like you, we're on the lookout for information that helps us better understand what the future of our profession holds in light of COVID-19.
Today I attended a presentation from MMI, Money Management Institute.
They're running a series called The New Paradigm for Distribution Success. It's an MMI Virtual Event Series for Distribution Professionals.
Read this show’s transcription and see the charts at our website.
[Part One of What Does The Path To “Normal” Wholesaling Look Like After Covid-19? can be found here]
[Part Two of What Does The Path To “Normal” Wholesaling Look Like After Covid-19? can be found here]
All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!
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Listen to Part One.
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
Specifically we wanted to know:
What will a return to 'normal' look like in our wholesaling world? While some firms have guaranteed 2020 employment, will there be layoffs yet to come? How and when will firms/advisors welcome us back into their offices - or will they? Will you be willing to travel, "shake hands and kiss babies" to promote products and build your practice? Has the 'zoom culture' that we've been thrust into set the stage for a paradigm shift in how we do what we do?We received an amazing number of responses. Most of which were really thought provoking.
In this episode we share the rest of our findings.
All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!
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On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
Specifically we wanted to know:
What will a return to 'normal' look like in our wholesaling world? While some firms have guaranteed 2020 employment, will there be layoffs yet to come? How and when will firms/advisors welcome us back into their offices - or will they? Will you be willing to travel, "shake hands and kiss babies" to promote products and build your practice? Has the 'zoom culture' that we've been thrust into set the stage for a paradigm shift in how we do what we do?We received an amazing number of responses. Most of which were really thought provoking.
In this episode we begin to share the findings.
All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!
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This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
For links to all 33 Technology Ideas Wholesalers Can Use to Improve Their Practice visit our website here.
About Austin Young: Austin is currently serving as CEO of Better Homes and Garden Young & Company Real Estate in Greenville/Spartanburg, SC. He took on this role earlier this year partnering alongside his brother, TJ Young, to innovate the real estate industry by taking and applying the same technological and operational skills to Real Estate that has brought him success within the wholesaling industry.
Prior to this role, he was a Business Development Director for John Hancock RPS, where he covered three sales teams across NC and VA. He was one of the youngest wholesalers to make it out to the field, known in his territory as the “Advisor Technologist” and led the 2019 year in sales production for his role.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!
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To view PART TWO of our video discussion: https://bit.ly/mrcr-layoffp2
As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off.
We discuss:
Resume preparation Contacting recruiters Using LinkedIn Mental attitudeand much, much more.
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To view our video discussion: https://bit.ly/mrcr-layoff
As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off.
We discuss:
Resume preparation Contacting recruiters Using LinkedIn Mental attitudeand much, much more.
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This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
About Barry Mandinach: Barry is executive vice president and head of distribution at Virtus Investment Partners, Inc., and a member of the senior management team. Mr. Mandinach leads the distribution, positioning, messaging, and marketing of Virtus investment products across all distribution platforms. He also manages relationships with the firm’s retail distribution partners, including national wirehouses, regional and independent broker-dealers, and registered investment advisors.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!
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This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts.
About Tim Kresl: Tim is a Principal of the Distribution Insight team at Broadridge. Tim has spent his career partnering with leading financial services providers to help translate data and research into meaningful actions that improve business outcomes.
He co-founded Atom Analytics in January 2018 with the goal of helping financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. In July 2018 Atom Analytics joined Broadridge as part of the Data & Analytics group. Broadridge’s new Distribution Insight team now combines in-depth interviews with key stakeholders, an unmatched distribution dataset, cutting-edge data science techniques, and their unique view of the customer landscape with clients' business goals and data to create bespoke segmentation strategies and client journey maps.
Prior to starting Atom Analytics, Tim was a Principal of Market Metrics and subsequently a Strategic Advisor to Strategic Insight. In these roles he became a recognized leader in the industry for utilizing data to drive distribution effectiveness.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!
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Travel restrictions are in place and in-person advisor/COI appointments may not be possible.
So, what’s a great wholesaler to do? Meet virtually, my friends.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
In this episode we mention:
Zoom (and Zoom Cloud Meetings app) Join.me Webex Loom Krisp Blue Yeti USB microphoneHere is the WealthManagement.com article Rob mentioned: What Time Is the Coronavirus Conference Call?
About Marquesa Pettway: Former CNN Associate Producer of business show “Managing with Lou Dobbs, turned Business Reinvention Strategist & Professional Speaker, Marquesa Pettway speaks and coaches about the technology, presentations skills and technical logistics for working and
speaking virtually.Speakerpreneurs(TM), a term she created in 2004, breaks down the “how to” of leveraging your expertise, time, and network from anywhere!
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!
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In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it's power.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts.
Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
About Kerry Ryan: Kerry Ryan, Director, Global Go to Market, Wealth & Asset Management at Salesforce. In her role at Salesforce, Kerry works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.
About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
To receive a 30 Day Free Trial to YCharts, send an email to [email protected] and mention Wholesaler Masterminds.
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In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it's power.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
About Dave Lubnik: Dave is the VP of Business Development at YCharts. He leads YCharts’ efforts to form and grow strategic relationships with enterprise clients and industry partners. Dave’s career has included time at Goldman Sachs as a wealth advisor and at FactSet working with large asset managers.
About YCharts: YCharts was founded in 2009 to democratize investment research. As we continue to build a powerful and intuitive tool, we’re quickly outgrowing our name, but not our mission. Visit YCharts
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Unearthed from the dusty archives that contain over a decade of Wholesaler Masterminds® content, we thought you might enjoy these ten wholesaling ideas.
Originally recorded in July of 2009, this free call was our way of introducing Wholesaler Masterminds® to the distribution community.
While the recording (and a few of the references contained herein) are dated, the ideas shared still have relevance and value as we enter this new decade.
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Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
This episode: Great Wholesalers Are Planning Now For The Year Ahead
Tools mentioned in this episode:
Wholesaler Masterminds® Business Plan Template
Wholesaler Masterminds® Rotation Builder
What's on your mind? Email me at [email protected]
- Visa fler
