All Episodes

Special Edition: Rob Shore Interview by the Internal Use Only Podcast

23 On My Mind: One Way We're Going To Be Tested In The Months Ahead

22 On My Mind: When Untouchables Become Touchable - Nothing But Good News Episode

21 On My Mind: Part Three - What Does The Path To "Normal" Wholesaling Look Like After Covid-19?

20 On My Mind: Part Two - What Does The Path To "Normal" Wholesaling Look Like After Covid-19?

19 On My Mind: What Does The Path To "Normal" Wholesaling Look Like After Covid-19?

806 33 Technology Ideas Wholesalers Can Use to Improve Their Practice: Wholesaler Tech Talk with Austin Young

Part Two - Special Edition: How To Prepare For Being Laid Off with Mike Brown of Management Recruiters

Special Edition: How To Prepare For Being Laid Off with Mike Brown of Management Recruiters - Part One

805 Great Wholesaling vs. Just OK Wholesaling: Wholesaler Tech Talk with Barry Mandinach

18 On My Mind: Protecting Your Business During Covid-19: Wide Moat Wholesaling

17 On My Mind: Information Overload and the Importance of What You Say and How You Say It - Covid-19 Edition

804 Data and a Wholesaler's Search for Deeper Advisor Relationships: Wholesaler Tech Talk with Tim Kresl

803 The What, Why and How of Virtual Meetings in the Coronavirus Era: Wholesaler Tech Talk with Marquesa Pettway

16 On My Mind: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown

802 How To Use Salesforce For Profit (And Remove The Pain) - Wholesaler Tech Talk with Kerry Ryan from Salesforce

801 How To Reduce Friction In Advisor Appointments - Wholesaler Tech Talk with Dave Lubnik from YCharts

10 Great Wholesaling Ideas In Under 20 Minutes

15 On My Mind: How to Successfully Share an Internal Partner

14 On My Mind: Great Wholesalers Are Planning Now For The Year Ahead

Lessons From Leaders #10: Interview with Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution

#336 Successfully Navigating Change with Dr. Ron Rembisz

13 On My Mind: You Versus 183 Other Wholesalers

From The Archives: Great Wholesalers Hate Losing More Than They Love Winning with Don Yaeger

12 On My Mind: Your Strategic Wholesaling Advantage

From The Archives: Outsmart, Outlast and Outperform Your Competition with Mark Eaton

11 On My Mind: Do You Understand Your Advisor's Algorithm?

Lessons From Leaders #9: Successfully Moving Your Distribution Career Forward with Kathy Freeman

10 On My Mind: Validation Not Required: Building Your Memorability Quotient®

From The Archives: Are Wholesalers Getting to The Question Behind The Question? with John Miller

From The Archives: 3 Reasons Why Wholesalers Stray From The Basics with Don Connelly

09 On My Mind: What's Next?

From The Archives: How Can Wholesalers Sell To Crazy Busy Advisors? with Jill Konrath

08 On My Mind: Are You Asking For The Business?

From The Archives: Former Merrill Insider Speaks About Wholesalers with Dave Mullen

07 On My Mind: The Unappreciative Leader

06 On My Mind: To Office Day or Not To Office Day?

From The Archives: Nine Things Successful Wholesalers Do Differently with Dr. Heidi Grant Halvorson

05 On My Mind: The Injurious Sales Cycle?

04 On My Mind: The Internal Who's Itching to Get Out

From The Archives: Wholesaler Talent Is Overrated with Geoff Colvin

03 On My Mind: Quantity of Appointments vs Quality of Appointments

02 On My Mind: What Rocks Are You Carrying Around?

01 On My Mind: Making a Difference

From The Archives: Designing Your Timeless Wholesaling Practice with Jon Gordon

From The Archives: Wholesalers, Success and Their Money with Kim Ann Curtin

From The Archives: How Can Wholesalers Become a Category of One? with Joe Calloway

A Brief Word From Rob

#335 Word of Mouth Marketing (and Why The Same is Lame) with Jay Baer

Lessons From Leaders #8: The Death of a Wholesaler: How to Avoid Irrelevance

Lessons From Leaders #7: Interview with Kevin McGarry, National Sales Manager, Nationwide Mutual Funds

Lessons From Leaders #6: Chad Mueller, Head of Annuity Sales at CUNA Mutual Group

Lessons From Leaders #5: Jeff Carlin, CFA Senior Managing Director, Head of U.S. Retail Distribution at Nuveen

Best of Volume #2: Three of Our Most Listened To Episodes

Lessons From Leaders Ep #4: Anne Steer, Head of Distribution at Congress Asset Management

Best of Volume #1: Our Most Listened to Episodes

Lessons From Leaders Ep #3: How Wholesalers Thrive in the Future with Cerulli Associates

Lessons From Leaders Ep #2: Jim Jessee, MFS

Lessons From Leaders Ep #1: John Moninger, Mark Spina, Brett Wright

Coming Soon - New Series: Lessons From Leaders

#334 The Wisdom of Our Elders is Not Always Right with Nadine Keller

#333 Wholesaling In The Experience Economy with Dennis Moseley-Williams

#332 Success At What Cost? with Angela Gaffney

#331 Becoming Reliably and Consistently More Memorable with Jeff Bloomfield

#330 Becoming an Influential Wholesaler with Bob Burg

#329 The Most Powerful Way to Understand and Communicate with Advisors with Scott Schwefel

#328 The Next Evolution of Wholesaling with Sarano Kelley

#327 Never Let Them See You Sweat with Marc Vahanian

#326 Advisors Don't Care How You Feel with Steve Gutzler

#325 Creating a Mindset for Greatness with Sean Swarner

#324 Becoming an Irreplaceable Wholesaler with Penny Phillips

#323 Be Bold, Be Brief and Be Gone with Jimmy Pomerance

#322 How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift

#321 Decisions, Money and Emotions: Gaining a Better Understanding of an Advisor's World with Dr. Moira Somers

#320 How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray

#319 Wholesalers, Do You Know the Rules of Highly Effective Networking? with Michael Goldberg

#318 Winning Your Wholesaling Career (Not Simply Enduring It) with Tim Cole

#317 How Can You (and Your Advisors) Market More Effectively to Millennials? with Jeff Fromm

#316 Throw Away Your Annual Business Plan with Brian Moran

#315 Creating an Influential Advisor Encounter with Michael Hoffman

#314 Converting Simple Connections to Meaningful Relationships on LinkedIn with Kim Peterson Stone

Holiday Break: Three Questions to Think About with Rob Shore

#313 The Impact of Change on Distribution and Wholesaling with Steven Miyao

#312 Become a Crazy Good Speaker! with Deirdre Van Nest

#311 Death by Referrals with Kirk Lowe

#310 How Can Wholesalers More Effectively Cope With Stress? with Life Coach Mary

#309 What's Next? Your Life After Wholesaling with Calvin Wayman

#308 RIA Wholesaling Best Practices with Dennis Gallant

#307 What To Do When There's Too Much To Do with Matt Johnson

#306 The Secrets of Million Dollar Sellers with Steven Harvill

#305 Pick Up The Damn Phone! with Paul Neuberger

#304 Wholesaler Follow-up Process: Part Art and Part Science with Chris Dungworth

#303 There's Everything Funny About Wholesaling with Karyn Buxman

#302 Your Advisor's Big Blown $30 Trillion Opportunity with Dr. Thomas Deans

#301 You Might Be The Best, But You Can Still Be Better with Mark Sanborn

Bonus Episode: 8 Ways Advisors Know They've Partnered With the Right Wholesaler

New Season Starts September 12th!

Summer Break 2017 - A Word From Rob Shore

#247 Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina

#246: 8 Core Sales Beliefs of Truly Great Wholesalers with Tony Hughes

#245 Great Wholesalers Know How to Unlock Their Creative Mind with Scott Shellstrom

#244 The Evolution of Wholesaling: The Rise of the Consultant Seller with Mark Magnacca

#243 Great Wholesalers Give More in Value Than They Receive with Bob Burg

#242 Best of Episode: The Wholesaler's Fred Factor with Mark Sanborn

#241 Best of Episode: What Do Financial Advisors Want From Wholesalers? with Bill Bachrach

#240 The Next Crisis Is Always Lurking, Are You Prepared? with Melissa Agnes

#239 How to Successfully Partner with Corner Office Advisors with Richard Weylman

#238 Five Star Service and Attention to Detail: The Benefits to Your Practice with Bruce Himelstein

#237 Is Grit a Wholesaler's Most Important Attribute? with Dr. Eric Frazer

#236 Six Strategies Wholesaler Use to Up Their Connection Quotient with Colette Carlson

#235 Confidence vs Courage: Improve Your Practice (and Change Your Life) in 5 Seconds with Mel Robbins

#234 LinkedIn Sales Navigator: Why it's a Must Have Tool for Wholesalers with Phil Gerbyshak

#233 Become a Better Networker in Four Simple Steps with Joe Sweeney

#232 We're Our Own Worst Enemy: The Danger of What Goes on Between Our Ears with Chris Spurvey

#231 Storytelling: The Wholesaler's Secret Weapon with Rob Salafia

#230 A COI Speaks: If You Don't Differentiate, You Don't Resonate with Bill Edmonds

#229 Are You on the Ethical High Road? with Frank C. Bucaro

#228 The ABCDs of a Professional Imprint with Sylvie Di Giusto

#227 Any Wholesaler Can Do Anything with Kyle Maynard

#226 A Barron's Top 100 Advisor Speak About Wholesalers with Erin Botsford

#225 The Convergence of Health Care and Financial Planning with Peter Stahl

#224 Daily Habits of Highly Profitable Wholesalers with Laura Stack

#223 Developing the Mindset of a Champion Wholesaler with Dr. Jack Singer

#222 Great Wholesalers Dare To Be Bold with Kathleen Wood

#221 5 Rules for Wholesaler Gifting: Staying Out of the Trinket and Trash Sea of Sameness with John Ruhlin

#220 How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr

#219 Why Do a Few Highly Successful Wholesalers Consistently Outperform Their Peers? with Anthony Iannarino

#218 How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza

DOL SPECIAL EDITION #2: Unintended Consequences and the Decade of Advice and Value

#217 Client Service Models for Wholesalers and Their Advisors with Paul Kingsman

#216 3 Ways Wholesalers Make a Difference in the Lives of Their Clients, Coworkers, Family and Friends with Mark Scharenbroich

#215 The Myth of Wholesaler Work Life Balance with Chris Johnson

#214 Want to Flourish in the Future? It's Time to Change Your Mindset with Randy Pennington

DOL SPECIAL EDITION #1: DOL Fiduciary Rule The Implications for Wholesalers and Their Leaders

#213 Why Are Wholesalers Afraid of Asking For Referrals? An Interview with Bill Cates

SPECIAL EDITION: How to Have the Most Productive Relationship with Your Scheduler

#212 The Secret To Being Heard Above The Herd with Joe Colavito

#211 Five Ways to Become a More Conscious Capitalist with Kim Ann Curtin

#210 Never Be Average Wholesaling with Tim McCormick

#209 4 Key Elements to Delivering a Difficult Message with Steven Gaffney

#208 The Rewards of Thinking Big and Being Relentless with Jeffrey Hayzlett

#207 Your COI Mindset: A Giving Hand Is Always Full™ with Bill Walton

#206 Know More To Sell More: The Importance of Advisor Recon with Sam Richter

#205 7 Secrets of Power Entertaining with Eddie Osterland, MS

#204 Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your Practice's Toolbox with Laura Virili

#203 Proven Ways Wholesalers Increase Their Likeability Factor with Cam Marston

#202 A Wholesaler's Personal Power: Understanding Nonverbal Communication with Bill Acheson

#201 How to Create Advisor Clients for Life with Mike Sciortino

Best of #103: 5 Tips For Delivering Epic Presentations with Jane Atkinson | Originally recorded 6/26/2014

Best of #102: Wholesalers Shouldn't Hide Their Financial Success with Kim Ann Curtin | Originally recorded 4/21/2015

Best of #101: Talking About Death Won't Kill You with Amy Florian | Originally recorded 6/25/2013

Welcome to the NEW show! | Intro: Trial Closing and Closing