Claim OwnershipThe NEW Wholesaler Masterminds Radio Show
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Listen to the experts that we have gathered share their thoughts on this podcast that's custom designed just for financial services wholesalers and their leaders. We'll bring you authors, speakers and thought leaders that help you improve the art, science and lifestyle of your practice. For more, visit us at http://wholesalermasterminds.com
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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 hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
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 hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
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 hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
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 microphone Here 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 hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
1In 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 hello@ycharts.com and mention Wholesaler Masterminds.
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
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: One Way We're Going To Be Tested In The Months Ahead All of our Covid-19 related content can be found on our website!
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: When Untouchables Become Touchable: Nothing But Good News Episode All of our Covid-19 related content can be found on our website!
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!
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!
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!
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Protecting Your Business During Covid-19: Wide Moat Wholesaling All of our Covid-19 related content can be found on our website!
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Information Overload and the Importance of What You Say and How You Say It - Covid-19 Edition All of our Covid-19 related content can be found on our website!
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown The post Rob references in this episode can be found here: http://bit.ly/wmm_coronavirus
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: How to Successfully Share an Internal Partner
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 rob@wholesalermasterminds.com
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: You Versus 183 Other Wholesalers What's on your mind? Email me at rob@wholesalermasterminds.com 7 Essential Wholesaling Skills Your Manager Wants You to Have The Other 8 Wholesaling Skills Your Manager Wants You to Have 31 Things Your Toughest Wholesaling Competitor Won't Tell You
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Your Strategic Wholesaling Advantage What's on your mind? Email me at rob@wholesalermasterminds.com
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Do You Understand Your Advisor's Algorithm? What's on your mind? Email me at rob@wholesalermasterminds.com
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Validation Not Required: Building Your Memorability Quotient® How I Built This with Guy Raz: Men's Wearhouse: George Zimmer Viking Saga: The Tale of Tor Hagen And His Voyage From Ousted CEO To Cancer Survivor To Cruise Ship Billionaire What's on your mind? Email me at rob@wholesalermasterminds.com
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