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The NEW Wholesaler Masterminds Radio Show

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Listen to the experts that we have gathered share their thoughts on this channel that’s custom designed exclusively for financial services wholesalers and their leaders. In each episode we discuss the art, science and/or lifestyle of wholesaling. Brought to you by Wholesaler Masterminds® where you'll find over 500 posts, podcasts, videos, books and worksheets. Visit us at http://wholesalermasterminds.com

Listen to the experts that we have gathered share their thoughts on this channel that’s custom designed exclusively for financial services wholesalers and their leaders. In each episode we discuss the art, science and/or lifestyle of wholesaling. Brought to you by Wholesaler Masterminds® where you'll find over 500 posts, podcasts, videos, books and worksheets. Visit us at http://wholesalermasterminds.com
More Information

Location:

United States

Description:

Listen to the experts that we have gathered share their thoughts on this channel that’s custom designed exclusively for financial services wholesalers and their leaders. In each episode we discuss the art, science and/or lifestyle of wholesaling. Brought to you by Wholesaler Masterminds® where you'll find over 500 posts, podcasts, videos, books and worksheets. Visit us at http://wholesalermasterminds.com

Language:

English

Contact:

7078774732


Episodes

A Brief Word From Rob

12/15/2018
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As 2018 winds down, and 2019 appears just ahead, here's a brief word about what's in store for our podcast. As mentioned: 2019 Business Plan Template Quarterly Success Plan 2019 Rotation Builder Follow-up Task Worksheet Also available: 76 Great Questions Wholesalers Should Ask Advisors External/Internal Partnership Success Guide Success Guide: Wholesalers and Schedulers Strengths, Weaknesses, Opportunities, and Threats Analysis

Duration:00:01:35

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

11/27/2018
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We ask all the time: What's your MQ: Memorability Quotient®? If you're not sure, or you're looking to refine the one you have, then this discussion with Jay Baer is mandatory listening. Pick up Talk Triggers today. About Jay: Jay Baer helps businesses clone their customers. He is a 7th generation entrepreneur, has written 6 best-selling books, and has founded five multi-million dollar companies. He is the President of Convince & Convert, a consulting firm that works with the world’s...

Duration:00:29:00

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

10/30/2018
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Will emerging technologies, passive investing and fee compression kill the wholesaler? What does the future of asset management sales look like? Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors. Download the Death of a Wholesaler PDF here. About David Ristau, Director of Business Development: Past ventures included an Options SMA + research company, automated back office tools for the RIA, and now a risk...

Duration:00:30:38

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

10/9/2018
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In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Kevin McGarry, National Sales Manager, Nationwide Mutual Funds. Kevin McGarry is Vice President of National Sales for Nationwide Mutual Funds and leads the distribution and sales efforts for the Nationwide Funds Group. Kevin has more than 20 years of financial industry experience. Prior to his current role, Kevin was the leader of the Nationwide Retirement Institute where he led a sales team dedicated to...

Duration:00:39:25

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

9/25/2018
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In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Chad Mueller, Head of Annuity Sales for CUNA Mutual Group. In this role, Chad is responsible for leading the MEMBERS® Products wholesaling organization, developing and executing the go-to-market wholesale distribution strategy, and achieving increased sales and market share objectives. He has more than 17 years of experience in the financial services industry and brings a wealth of knowledge focused on...

Duration:00:24:23

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

9/11/2018
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In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Jeff Carlin, CFA, Senior Managing Director, Head of U.S. Retail Distribution at Nuveen. Jeff is Senior Managing Director and Head of U.S. Retail Distribution at Nuveen. He is responsible for leading the placement, distribution and support of all products through the retail distribution channel. Jeff is also a member of the Nuveen Business Leadership Team, which directs overall...

Duration:00:35:42

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

8/28/2018
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Of the 150+ episodes we have done, these three stand out as some of the most listened to of all. Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia (skip to 02:16) (link to accompanying article) Rob Salafia is a speaker, executive coach and corporate storyteller. He combines two decades of experience as a top leadership development executive with a well-established career in the performing arts. He has a passion for helping leaders enhance their presence, connect authentically...

Duration:01:16:59

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

8/21/2018
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In addition to the six (6) questions we pose to all leaders, we also explore the state of women in our distribution community. Anne Steer joined Congress Asset Management in 2015 as Head of Distribution for the firm. She manages sales, client service and marketing, and is responsible for developing and executing the firm’s distribution strategy with intermediary and institutional clients. Anne has over 30 years of executive leadership experience, with a particular focus in creating and...

Duration:00:30:16

Best of Volume #1: Our Most Listened to Episodes

7/31/2018
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Of the 150+ episodes we have done, these three stand out as the most listened to of all. Daily Habits of Highly Profitable Wholesalers with Laura Stack [skip to 01:36] [link to accompanying article] Developing the Mindset of a Champion Wholesaler with Dr. Jack Singer [skip to 25.41] [link to accompanying article] Confidence vs Courage: Improve Your Practice (and Change Your Life) in 5 Seconds with Mel Robbins [skip to 48:30] [link to accompanying article] See all our shows at our ...

Duration:01:19:11

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

7/17/2018
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How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry? What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn? In this episode, sponsored by Money Management Institute’s Center for Distribution Excellence, we explore what wholesalers need to do to thrive in the future world of wholesaling – a world where they are responsible...

Duration:00:40:51

Lessons From Leaders Ep #2: Jim Jessee, MFS

6/26/2018
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How do our most senior leaders feel about the direction and trajectory of our industry? What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn? Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders In this episode we interview Jim Jessee, CIMA®, CLU®: Jim serves as a strategic advisor on growth initiatives for MFS Investment...

Duration:00:47:17

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

6/19/2018
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How do our most senior leaders feel about the direction and trajectory of our industry? What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn? Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders In this inaugural show we interview: This episode is brought to you by Money Management Institute and their Center for Distribution...

Duration:00:48:20

Coming Soon - New Series: Lessons From Leaders

6/5/2018
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What if we interviewed some of the most senior leaders in our industry and asked them all the same six questions: Coming soon, our special series of episodes we’re calling: Lessons From Leaders

Duration:00:01:14

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

5/29/2018
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Talk about a small world. Our wholesaling universe is just that. But have you fallen victim to myths and traditions handed down to you from a previous wholesaling generation? Nadine Kellers’s entire career has been focused on helping financial services sales people be more effective. As the founder of Precision Sales Coaching and Training, she has touched all aspects of the sales cycle from prospecting to final sales presentations to relationship development and cross-selling. Much of...

Duration:00:26:23

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

5/22/2018
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Is The Sea of Sameness swallowing you up? Are you establishing clear and identifiable points of differentiation in your practice? Are you prepared for the seismic change rattling through our business? Dennis Moseley-Williams is an entrepreneur (founder of DMW Strategic Consulting) and author (Serious Shift: How Experience Staging Can Save Your Practice). He is also a certified expert of the Experience Economy (Pine and Gilmore). Serious Shift: How Experience Staging Can Save Your...

Duration:00:25:52

#332 Success At What Cost? with Angela Gaffney

5/15/2018
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It happens every single day. Wholesalers sacrifice their health in the name of success. For what reason though? Maybe it’s because fatigue wins over personal self-care, work demands are pulling you in too many directions, or the to-do list is simply longer than the hours in the day. Whatever the reason may be, it’s time for a change. Each of us is deserving and capable of achieving and maintaining health while excelling in business. And it doesn’t have to be difficult either! Keynote...

Duration:00:31:55

#331 Becoming Reliably and Consistently More Memorable with Jeff Bloomfield

5/8/2018
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The Sea of Sameness. Your job (and ours) is to stay the hell out of it. But how can you reliably and consistently increase your MQ-Memorability Quotient®? Jeff Bloomfield is a sales expert, business growth consultant, company leader and the author of Story-Based Selling. Most importantly, he is a husband and father of three who enjoys and values time with his family. In his professional life, Jeff has helped thousands of sales professionals and their teams grow and increase their sales....

Duration:00:28:56

#330 Becoming an Influential Wholesaler with Bob Burg

5/1/2018
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We live in most contentious times. Times when opposing points of view erupt into animus and vitriol. Given that backdrop, how is a wholesaler supposed to create any form of influence today? In their bestselling business parable, The Go-Giver and then their follow-up, The Go-Giver Leader, Bob Burg and John David Mann challenged the conventional wisdom about success. Now they’re back with a new and equally compelling story about the power of genuine influence, in business and beyond. The...

Duration:00:31:08

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

4/24/2018
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Product knowledge? Check. Ready to add value? Check. Effectively communicate your message? Many of us need improvement. Scott Schwefel has been teaching wholesalers a better way to quickly and easily identify the unique personality styles of clients for the last 15 years, and with great success. He has worked with over 1000 organizations that want to leverage new communications strategies that increase sales, profits and productivity. He has also worked with over 2500 CEOs...

Duration:00:23:35

#328 The Next Evolution of Wholesaling with Sarano Kelley

4/17/2018
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Depending of whom you ask, the future of wholesaling looks exceedingly bright or dim and dying. Our guest this week has a unique vantage point from which to offer his insights. For more than two decades, Sarano Kelley has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry. A top-rated speaker at the Securities Industry Institute’s Wharton School, Kelley draws from his own...

Duration:00:25:11