Keri Gentry shares how top wholesalers maximize their schedulers through data quality, strategic rotation, communication, and teamwork. Learn why clean data, proactive scheduling, and strong collaboration lead to better meetings and greater success.

Kirk Wayman joins us to explore the art of personal branding and why it’s crucial for financial wholesalers. Discover how your unique story and authentic voice can differentiate you in a competitive industry.

Discover six powerful strategies to close more sales confidently. This episode shares actionable insights for financial wholesalers to build trust, overcome objections, and secure long-term partnerships.

In this 3-part coaching conversation, we delve into the "ReAssess, ReState, ReActivate" framework for reinvigorating your approach to achieving growth goals.

In this 3-part coaching conversation, we explore the power of the "Decide, Commit, Become" growth formula. Focusing on how each step fosters bold growth goals, it emphasizes the importance of mindset, habit development, and persistence.

In this episode, we focus on the critical pillars of visibility, reputation, and performance. While we can’t control product performance, we can—and must—control our professional visibility and reputation with relentless focus and passion.

In this episode, we explore "Be Memorable with Your Difference," diving into the ten meeting habits that elevate top financial wholesalers and advisors above the average. Learn how to make lasting impressions, build trust, and foster strong client relationships.

In this episode, we discuss how financial advisors and companies can distinguish themselves in today's competitive environment. We explore the "3x3 Rise Above Tool Kit," focusing on the key directives of Pre-Start, Educate, and Connect.