Rob Shore

Wholesaler Masterminds Radio

Wholesaler Masterminds Radio


Wholesaler Masterminds Radio brings our listeners even more content about the art, science, and lifestyle of financial services wholesaling. Find us at





Visit our NEW show location!

Oct 7, 2016


New feed: our show has a new home at iTunes. Search for The NEW Wholesaler Masterminds Radio Show: New production: we are in studio with great new sound and production quality. New frequency: now you will be able to enjoy our shows weekly! What has not changed is our commitment to bringing you the best thought leaders, speakers, authors and trainers that help you improve the art, science and lifestyle of your practice.

Wholesalers Shouldn't Hide Their Financial Success - Kim Curtin

Apr 29, 2015


Kim Ann Curtin and The Wall Street Coach is an executive coaching and strategy firm with coaches in the U.S. and the U.K. We work with C-Suite executives and teams in the finance world and from Fortune 500 corporations to start-up ventures. Since the financial market crashed in October 2008, Kim Ann Curtin has been working to build a more optimistic and sustainable vision for the finance industry. As The Wall Street Coach, Kim is a trusted advisor and consultant to executives, teams, conferences, and Fortune 500 companies, both in the US and across the globe.

Understanding The Wholesaler Brain - Scott Halford

Apr 11, 2015


Scott Halford, CSP, CPAE is an Emmy Award winning writer and producer, an engaging presenter and a long-time consultant to Fortune 500 executive teams. His expertise and experience enriches the contribution that he makes to every client. Scott’s expansive knowledge in the areas of achievement psychology, which includes brain-based behavioral science, emotional intelligence, critical thinking, and influence add richness and depth to his programs. Scott is on faculty at GE’s John Welch Center of Leadership in Crotonville, NY. He is a guest lecturer for the MBA program at the Daniels School of Business at the University of Denver. He is Founder and Principal of Complete Intelligence, LLC.

Creating Wholesaler Distinction | The Lessons of Taxi Terry - Scott McKain

Mar 18, 2015


Scott McKain is an internationally known authority who helps organizations create distinction in every phase of business and teaches how to deliver an “Ultimate Customer Experience®.”

Working Longer Hours Does Not Equate to Greater Success - Jason Womack

Feb 13, 2015


Jason W. Womack, MEd, MA sees the world differently. He doesn’t deny there are 24 hours in the day, but he defies low expectations for what can be accomplished in that time. He won’t refute that life is busy, but he refuses to compromise when it comes to increasing productivity and maximizing time for the things that are most important. How does he do this? Jason is, above all, a teacher, but his teaching takes many forms: international speaker, productivity coach, and author of the business development book: Your Best Just Got Better: Work Smarter, Think Bigger, Make More, (Wiley, 2012).

Is The Art of Wholesaling Dying? - Lee Kowarski

Feb 4, 2015


Lee is responsible for supporting a number of kasina’s clients, including Allianz Global Investors, BlackRock, New York Life / MainStay Investments, Russell, several leading ETF Investment Strategists, and many other organizations. Consulting: Lee works closely with kasina’s consulting team, ensuring the success of all engagements. Lee is a trusted advisor to senior executives in the industry, helping them prepare their distribution, marketing, and product strategy for the future.

Why Wholesaler Should Never Fly Solo - Waldo Waldman

Nov 12, 2014


Motivational keynote speaker Waldo Waldman – The Wingman – is a motivational speaker and author of the New York Times and Wall Street Journal bestseller Never Fly Solo. He teaches organizations and individuals how to build trusting, revenue producing relationships with their employees, partners, and customers while sharing his experiences as a combat decorated fighter pilot and businessman.

Should Wholesalers Procrastinate on Purpose - Rory Vaden

Oct 22, 2014


Rory vaden is the world’s leader on defining the psychology around modern day procrastination, called Priority Dilution™ - in fact, he coined the term. He speaks and consults on how to say no to the things that don’t matter, and yes to the things that do. His client list includes companies and groups such as: Cargill, The Million Dollar Roundtable, P&G, True Value, YPO, Wells Fargo Advisors, Land O’Lakes, Novartis, and hundreds more. His insights have recently been featured on/in: Fox News, CNN, Wall Street Journal, Fast Company, Inc, Fortune, and the New York Times.

3 Way to Make Your Advisors (and You) More Referable - Bill Cates

Sep 10, 2014


No one on the planet knows more about how to acquire high-level clients or customers through word of mouth, referrals, and personal introductions than Bill Cates, CSP (Certified Speaking Professional), CPAE (Council of Peers Award for Excellence) Bill’s international expertise has been established through his three books, as well as hundreds of presentations throughout the world. Bill’s referral system has been featured in Success Magazine, Entrepreneur Magazine, Selling Power, and the Wall Street Journal. And his own business success has been featured in Money Magazine. He earned his CSP (Certified Speaking Professional) designation in 1999. Becoming one of the top 10% of speakers to earn this accreditation. In 2010 he was inducted into the Speaker’s Hall of Fame. This award of excellence has been bestowed on less than 150 speakers since 1977. Bill now sits on the Board of Directors for the National Speaking Association.

Gaining Commitments and Closing - Anthony Iannarino

Sep 10, 2014


I am the President and Chief Sales officer for SOLUTIONS Staffing, a best-in-class regional staffing service based in Columbus, Ohio. We provide light industrial, clerical, accounting, and scientific staffing solutions for our clients who need a higher-caliber employee, and the highest levels of service. I am also the Managing Director of B2B Sales Coach & Consultancy, a boutique sales coaching and consulting company where I work to help salespeople and sales organizations improve and reach their full potential. I also work as an adjunct faculty member at Capital University’s School of Management and Leadership. I teach Personal Selling in the undergraduate program, and I teach Persuasive Marketing and Social Media Marketing in the MBA program.

Mentos, Diet Cokes and Creative Wholesaling - Steve Spangler

Aug 29, 2014


He’s the teacher you always wanted to have in school. Things just happen to fizz, pop, smoke and explode, and before you know it, you’re a part of his learning experience. His passion is to find the most creative ways to make learning fun. His methods might be unconventional, but the goal is to turn ordinary life lessons into unforgettable learning experiences. The Wall Street Journal said it best… “Steve Spangler parlayed his talents as an educator and master communicator into a career where he turned television – and now the internet – into his world-wide classroom to inspire a new generation of STEM leaders.” But to many, Steve Spangler may be best known for teaching millions of people how to turn an ordinary bottle of soda into an erupting geyser of fun… What’s now become known as the Mentos Diet Coke Experiment became an Internet sensation, fascinating millions and catapulting Steve into the limelight!

A Wholesaler's Facination Advantage - Sally HogsHead

Aug 21, 2014


SALLY HOGSHEAD: Hall of Fame speaker, best-selling author, and the world’s leading expert on fascination. Sally measured hundreds of thousands of people to identify a scientific approach to personality branding. Over the past decade, her team has uncovered surprising trends about why certain people and companies succeed. Today, Sally teaches how to communicate and captivate in a world with a 9-second attention span. When you fascinate a customer or employee, you immediately engage their interest. They’re more likely to remember you, trust you, respect you, and buy from you. But if you fail to fascinate, they’ll move on to the next option.

A Wholesaler's Off Season - Walter Bond

Aug 20, 2014


Like many young men growing up in Chicago, Walter Bond dreamed of becoming an NBA athlete. Facing injuries and other challenges with unusual determination, he rose from being a reserve player coming off the bench to become the first rookie Free Agent to start for the Dallas Mavericks. This astonishing journey provides the foundation for the powerful principles Walter teaches today. Walter attributes his success to the power of accountability. Walter Bond is called “Mr. Accountability” because he compels audiences to take personal responsibility for their current situation, whatever it may be. Then he reveals how to harness and apply the power of accountability so that every listener can become a rock star in his or her industry. Walter's stories give listeners a roadmap they can follow to reinvent themselves and recover the confidence they need to focus, align and deliver results. Drawing on lessons learned in the trenches both in sales and as an entrepreneur, Walter’s presentations open up new ways of looking not only at business challenges but also the world.

Outsmart, Outlast and Outperform Your Competition - Mark Eaton

Aug 6, 2014


Mark Eaton is a team building expert who shares with organizations and audiences nationwide, how he went from a 7’4? 21 year old mechanic who couldn't play basketball to a 12 year career as an NBA All-Star with the Utah Jazz. He reveals the secrets that skyrocketed him to fame as the Two-Time Defensive Player of the Year, enabled him to break the NBA record for the most blocked shots in a single season and be selected to play in the 1989 All-Star Game. Mark travels the country employing principles and coaching techniques from his 12 years playing professional basketball to teach industry leaders, teams and individuals how to outsmart, outlast and outperform their competition and achieve record-breaking success.

A Wholesaler's Shift From Bland To Brilliant - Simon T. Bailey

Jul 30, 2014


Simon T. Bailey is a leadership catalyst, whose expertise equips emerging leaders with tips, tools and techniques on how to release potential in the world’s most important asset – people. He is the former leader of the world-renowned Disney Institute and founder of Brilliance Institute, Inc. Meetings and Conventions magazine’s cited him as “One of the best keynote speakers ever heard or used,” putting him in the same category as Bill Gates, General Colin Powell and Tony Robbins. Speaker Magazine cited him as one of the top twenty five “hot speakers” shaping the profession. Harrison College (Indianapolis, IN) has partnered with him to launch the Simon T. Bailey Emerging Leaders Certificate for individuals, corporations and organizations. An author of 7 books, such as Release Your Brilliance, published by HarperCollins, was ranked number 17 of the Top 100 books being read by Corporate America, according to His newest book – Shift Your Brilliance – Harness the Power of You, Inc., is receiving rave reviews.

Create Bigger Producers Through Bigger Relationships - Jim Cathcart

Jul 22, 2014


A business strategist, psychological researcher and philosopher at heart, Jim Cathcart is also a down to earth regular guy. Today he is listed in the professional Speaker Hall of Fame, is a recipient of the prestigious Golden Gavel Award (along with Earl Nightingale, Art Linkletter, Zig Ziglar and many others), has been the president of the National Speakers Association and received the Cavett Award for a lifetime of service. He has authored 16 books and scores of recorded programs. In 2007 he was listed as one of The Top 100 Minds on Personal Development by Leadership Excellence magazine.

5 Tips For Delivering Epic Presentations - Jane Atkinson

Jun 27, 2014


Jane Atkinson has been helping speakers catapult their businesses for over 20 years. As a former speaker’s agent, she has represented numerous speakers, celebrities and best selling authors. Today, Jane coaches some of the industries hottest stars, who have vaulted to the top 3% of the field

How To Attract A Boatload Of Ideal Advisors - Annette Bau

Jun 6, 2014


Annette Bau is a wealth and success expert who has helped tens of thousands of individuals create the business & life of their dreams. She is the founder of, and She earned a Bachelor of Science degree in Finance and an emphasis in psychology from Arizona State University, because her father, who only had an 8th grade education, wouldn't let her start her own company until she graduated. She became a lifetime member of the Golden Key National Honor Society, is listed in Who’s Who of Finance and Industry and Who’s Who of American Women.

Design Your Wholesaling Masterpiece - Jon Gordon

May 21, 2014


Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous NFL, NBA, and college coaches and teams, Fortune 500 companies, school districts, hospitals and non-profits. He is the author of The Wall Street Journal bestseller The Energy Bus, The No Complaining Rule, Training Camp, The Shark and The Goldfish, Soup, The Seed and his latest The Positive Dog. Jon and his tips have been featured on The Today Show, CNN, Fox and Friends and in numerous magazines and newspapers. His clients include The Atlanta Falcons, Campbell Soup, Wells Fargo, State Farm, Novartis, Bayer and more. Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams. When he's not running through airports or speaking, you can find him playing tennis or lacrosse with his wife and two "high energy" children.

Essential Networking for Wholesalers - Andrea Nierenberg

Apr 23, 2014


Andrea R. Nierenberg, executive coach, search advisor and speaker is the force behind The Nierenberg Consulting Group. Called a "networking success story" by The Wall Street Journal, Andrea Nierenberg is founder and president of The Nierenberg Consulting Group, a sales and marketing consulting firm which focuses on teaching the communication skills that impact the bottom line — and create more business both new and retained. With over 29 years as a leader in sales and marketing, Andrea is an in-demand business expert both at home and abroad. She is a master at helping individuals, associations and companies build their reputation, reach and success by improving relationships. Her company partners with an array of the world's leading businesses in professional services, advertising, financial services and healthcare.

Nothing Changes Until Wholesalers Change - Mike Robbins

Mar 26, 2014


Mike Robbins is the author of two books, Focus on the Good Stuff and Be Yourself, Everyone Else is Already Taken, which have been translated into fourteen different languages. His forthcoming book, Nothing Changes Until You Do, comes out in May of 2014. As an expert in teamwork, emotional intelligence, and the powers of appreciation and authenticity, Mike delivers keynote addresses and interactive seminars that empower people, teams, and organizations to work together effectively and be more successful. He has inspired tens of thousands of people around the world to reach new levels of awareness and productivity, both personally and professionally. Through his speeches, seminars, and writing, Mike teaches people important techniques that allow them to be more grateful, appreciative, and authentic with others and themselves.

The Work Wholesalers Do Is Significant - Joe Jordan

Mar 12, 2014


As the Ambassador of Significance and best-selling author, Joseph Jordan is an industry legend with more than 40 years of experience under his belt. Joe's career in financial services spans every facet of the business, from insurance to annuities to Wall Street. Joe Jordan began his career with Home Life Insurance Company in 1974. Directly after running insurance sales at PaineWebber, he joined MetLife to build its annuity business. Later he was responsible for all MetLife retail product development, initiating fee-based financial planning. Joe also founded the Behavioral Finance Organization at MetLife. After holding the position of senior vice president at MetLife, Joe turned his focus to sharing his inspirational message with financial professionals around the world.

More Effective LinkedIn Use for Wholesalers and Advisors - Amy McIlwain

Mar 7, 2014


Amy has appeared on FOX, CBS, ABC, and NBC as a social media expert and her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category. With her unique background in both online marketing and financial services, it is no wonder Amy McIlwain is one of the most in-demand speakers in the financial industry. Aware that the rapid shifts between traditional and social marketing can be challenging to navigate and harness, she addresses the most pertinent issues regarding social media, resulting in a clear approach that allows you to cut marketing costs, consistently build your network, and increase your revenue. Furthermore, she provides content-packed action items that help you tackle the complex compliant issues within the financial industry so you can yield immediate results.

Can Wholesalers Turn Adversarial Advisors Into Allies? - Bob Burg

Feb 19, 2014


Bob Burg shares information on topics vital to the success of today’s businessperson. He speaks for corporations and associations internationally, including fortune 500 companies, franchises, and numerous direct sales organizations. Bob regularly addresses audiences ranging in size from 50 to 16,000 — sharing the platform with notables including today’s top thought leaders, broadcast personalities, Olympic athletes and political leaders including a former United States President. Although for years he was best known for his book Endless Referrals, over the past few years it’s his business parable, The Go-Giver (coauthored with John David Mann) that has captur

Inside The Mind of a Barron's Top 100 FA - Jonathan Kuttin

Feb 5, 2014


Jonathan Kuttin is one of Barron's Top 100 Independent Advisors*. Jonathan and his team have trained over 1000 financial advisors, independent reps & insurance agents around the country utilizing his proven system to help them create mutually beneficial relationships with the CPA/Tax Professional community. Jonathan is a practicing advisor who is "in the trenches" and fully understands the day-to- day challenges that financial professionals face in building alliances with the tax professional community. Whether you are an advisor new to the business, or a seasoned veteran advisor, our program will help you to enter this highly lucrative marketplace.

Nobody Cares How Much You Know - Sam Richter

Dec 12, 2013


Sam Richter is an internationally recognized expert on sales, marketing, and reputation management. His award-winning experience includes building innovative technology, sales, and marketing programs for start-up companies and some of the world's most famous brands. Sam has been featured in thousands of television and radio programs and national and online publications. He presents his customized Know More! keynote and training programs to audiences around the globe. He is the author of the best-selling book, Take the Cold Out of Cold Calling, considered the preeminent publication on finding information online and using it for sales success.In 2012, Take the Cold was named "Sales Book of the Year" by the American Association of Inside Sales Professionals, and it was also named a "USA Book News Winner" and a "Sales Book Awards Silver Medalist."

Unbreakable Laws of Wholesaling - Jeffrey Gitomer

Nov 26, 2013


Over the past 25 years, Jeffrey has emerged as one of the most dynamic, entertaining, and sought-after speakers in the world. Speaking and training worldwide more than 150 times a year, Jeffrey provides answers, informs, challenges, and inspires sales forces and upper management for hundreds of the largest and most successful companies. Jeffrey will show you how to change your listening and learning habits from the traditional "I know that" to the 21st century strategy, "How good am I at that?" Each participant will walk away with new understanding and an individualized game plan for action and success.

Wholesalers, Emotion and Money

Nov 14, 2013


Julie Murphy Casserly CLU, ChFC, CFP® is an independent certified financial planner ® and the author of The Emotion Behind Money: Building Wealth From The Inside Out. A 17-year veteran of the financial services industry with her own wealth management firm in Chicago, Illinois, Julie's mission is to financially heal the world. Julie is different from other authors and financial planners because she's the bridge between the left-brained financial side and the right-brained emotional side. People refer to her as a financial healer.

More How To Work A Room® - Susan RoAne

Oct 2, 2013


Susan RoAne literally wrote the book on How To Work A Room®. In addition to being a best selling author she’s also a sought after speaker. Susan’s audiences learn how to work a room and master the art of face to face communication in any setting. With her timeless tips, anyone can learn to schmooze with confidence in business networking or social gatherings. Some of the organizations that have hired Susan are: AT&T, Apple, Coca-Cola, Time Warner, Office Depot, Boeing, Citigroup, Oracle, Procter and Gamble, National Football League and, her personal favorite, Hershey’s Chocolate.

Wholesalers Need To Grow a Pair - Larry Winget

Sep 27, 2013


Larry Winget is the best branded, most recognizable speaker in the business. Many speakers claim to be original, but Larry Winget is THE original. He has established himself as an icon in the world of personal development and self-help. You won’t find many people who don’t know or who won’t recognize him as a result of his five national bestsellers, his thousands of on-stage appearances or his many regular television appearances. Larry was the first to be willing to take on the “positive attitude” motivational speakers and the Law Of Attraction bozos with his common sense, back to the basics approach. Larry still believes that hard work and excellence are the keys to success and communicates that like no other person on the planet can!

Great Wholesalers Make Change Work - Randy Pennington

Aug 30, 2013


Randy Pennington, President of Pennington Performance Group, helps leaders build cultures that achieve results by leveraging the power of relationships and responsibility. His work produces measurable increases in employee retention, productivity, and profits. Author of On My Honor I Will and Results Rule!®, Pennington’s expertise has made him an internationally respected guest commentator with appearances on CNN, PBS, Fox News, the ABC Radio Network, and the BBC. His ideas have appeared in The Wall Street Journal, The New York Times, Entrepreneur, Executive Excellence, Training & Development, in numerous newspapers, and many professional/trade association journals.

No More Wholesaler Excuses - Sam Silverstein

Aug 27, 2013


Entrepreneur, business expert, and international author, Sam Silverstein’s battle cry of “No More Excuses” has been heard by companies and business professionals the world over. Accountability is today’s competitive advantage to reclaim market share and win the heart of a hyper-discerning consumer. Sam knows how to get million-dollar results. His companies have sold upwards of $100 million in products and services, and he successfully sold one of his businesses to a Fortune 500 company. Sam has shared his millionaire secrets on over 450 radio stations and on CNBC’s The Big Idea with Donny Deutsch. He has authored 10 books, is the creator of The Accountability Academy®, and has been a contributing author to countless publications throughout his incredible career. Sam’s newest publication is Accountability Magazine and is available in Apple’s iTunes Store.

The Wholesaler's Fred Factor - Mark Sanborn

Aug 21, 2013


As president of Sanborn & Associates, Mark Sanborn is a recognized thought leader on leadership skill training and helping individuals and organizations turn the ordinary into the extraordinary. But more than this, the mission of Sanborn & Associates is to transform knowledge into application to create a generation of leaders who make a positive difference, regardless of title. Mark understands that our highest impact as leaders comes when we transcend the organization and bring leadership into our homes and communities as well.

Are You A Behaviorally Smart Wholesaler? - Peggy Mengel

Aug 9, 2013


Peggy Mengel is Vice President, Customer Experience Advisor for DNA Behavior International. DNA Behavior International has been leading the behavior awareness revolution for over ten years by helping financial services firms navigate human differences. The firm helps grow behaviorally smart advisors by matching diverse advisors, clients and solutions. Prior to joining DNA Behavior, Peggy spent her career in the financial services industry as a sales trainer, account manager and a wholesaler who “carried the bag” for eight years

Creating Powerful Wholesaler First Impressions - Bill Acheson

Aug 7, 2013


Bill Acheson is an expert in nonverbal communication. Since 1985, Bill has taught communication at the University of Pittsburgh. As a keynote speaker, he uses his knowledge of nonverbal communication - body language - to teach professionals how to project themselves with greater impact. In the process they also learn to interpret the subconscious messages sent by others. Presenting academic research with humor and an engaging personality, Bill Acheson presents a model so compelling that people use the information before they leave the room.

The Distraction Proof Wholesaler - Paul Kingsman

Jul 10, 2013


As a professional motivational speaker and executive coach, Paul Kingsman teaches financial industry professionals how to maintain focus to achieve outstanding results. Paul helps clients conquer daily distractions which seem urgent, but are more often inconsequential, so they can achieve the success they want in both their business and personal lives. He knows the importance of keeping focused in life’s split seconds first hand: Paul trained for 13 years, to swim a 2 minute backstroke race at the 1988 Olympics, and won a medal by only four one-hundredths of a second!

Talking About Death Won't Kill You - Amy Florian

Jun 27, 2013


Serving as CEO of Corgenius and recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of over 90 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. Amy is a former columnist for the Journal of Financial Planning who has been quoted in the Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ. She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).

The Rules of Wholesaler Networking - Michael Goldberg

Jun 6, 2013


Michael Goldberg is the founder of Building Blocks Consulting, LLC, a sales consulting firm that helps organizations grow their business through increased networking and referrals. The programs he has developed are responsible for hundreds of thousands of dollars of increased revenues, retention, and employment opportunities. Michael speaks at conferences and associations, runs sales meetings, and delivers dynamic "results driven" programs that can be implemented immediately. His book Knock-Out Networking! is available everywhere.

The Master Negotiator Wholesaler - Greg Williams

Apr 10, 2013


Greg is the author of the highly acclaimed audio CD sets, â€Å“How To Negotiate Your Way To Success”, â€Å“How to Become a Dynamic Interviewer – Developed For The Savvy H.R. Professional”, and the latest bestseller titled â€Å“Negotiate – Afraid, Know More (AKM).”

A Wholesaler Walks Into A Bar.... - Dale Irvin

Apr 2, 2013


Dale Irvin is the world only Professional Summarizer and can be found at

How Wholesaler Can Turn Setbacks Into Greenbacks - Willie Jolley

Mar 19, 2013


Willie Jolley uses his public platform to pursue his mission of encouraging people to rise above their circumstances and maximize their potential! That mission has taken him round the world and gotten him inducted into the prestigious Speaker Hall of Fame of The National Speakers Association. He has received many accolades - among them the Honorable Ronald H. Brown Distinguished Leadership Award. He has been described simultaneously as a world-class, award-winning speaker, best-selling author and media personality. No matter the venue, from television or radio, to corporate audiences like Wal-Mart, Ford, GM, Comcast, Verizon or Marriott, to television and radio audiences around the world, Willie Jolley keeps it moving with high energy and enthusiasm, as he delivers nuggets on how every person can live a better life, one day at a time!

How Wholesalers Assist Advisors With Branding - Kimberly Bordonaro

Feb 13, 2013


Want to add value to a financial advisor's practice? Show them how to be better branded. Kimberly Bordonaro is a branding consultant who transforms tenacious entrepreneurs into profitable business brands. Known for delivering astute branding advice for start-ups through lyrical metaphors, she blogs at – a site that has been praised for its addictively informative (and fun!) content by many in the marketing industry. Kimberly has been described as one of the â€Å“Nation’s Top Personal Branding Experts” in The Huffington Post and her advice has been featured in a number of publications including Branding Magazine, YFS Magazine, and Visa Business Network. She started her career as the youngest public relations director for the Miami Beach Chamber of Commerce, and has been a former marketing and business development strategist for leading mortgage boutique firms, where she developed branding campaigns for loan officers and real estate professionals.

The Wholesaler's Curse of Conformity - Dan Richards

Feb 13, 2013


For over 25 years, Dan Richards has been recognized for his leading-edge insights on attracting and retaining clients. He’s author of the award-winning best seller Getting Clients Keeping Clients: Essential strategies for tomorrow’s financial advisor – cited by a leading US industry association as the best resource on client communication. He’s also a regular contributor to leading advisor publications and has delivered top-rated talks in the United States, Europe, Australia and Southeast Asia. You can also read his regular columns in Globe and Mail Report on Business and see him interviewed on Business News Network.

Former Merrill Insider Speaks About Wholesalers - Dave Mullen

Jan 15, 2013


Great Wholesalers Hate Losing More Than They Love Winning - Don Yaeger

Jan 4, 2013


Award-Winning Leadership Speaker, Seven-time New York Times Best-Selling Author, long-time Associate Editor for Sports Illustrated and Business Leader. Don Yaeger has fashioned a career that spans more than two decades. As an author, his books have sold more than 2 million copies and have been translated into more than a dozen languages. As an accomplished speaker, he delivers nearly 100 presentations a year to audiences as diverse as Fortune 25 companies and Cancer Survivor Groups, where he shares the story of his personal battle with cancer.

Can Wholesalers Effectively Use Loyalty Programs? - Shep Hyken

Dec 22, 2012


Shep Hyken, CSP, CPAE is a speaker and bestselling author who works with companies and organizations who want to build loyal relationships with their customers and employees. His articles have been read in hundreds of publications, and he is the author of Moments of Magic, The Loyal Customer and the Wall Street Journal and USA Today bestsellers, The Cult of the Customer and The Amazement Revolution, which was also recognized as a New York Times bestseller.

Wholesalers: How Often Do You Take The Stairs? - Rory Vaden Masterminds Radio - talking about business plan template, rotation builder, mind radio, diligent attention, york times best selling author

Nov 3, 2012


Rory Vaden MBA is a Self-Discipline Strategist, Cofounder of Southwestern Consulting, and New York Times bestselling author of â€Å“Take the Stairs: 7 Steps to Achieving True Success”. His insights on improving self-discipline, overcoming procrastination and enhancing productivity have been shared on Oprah radio, Fox News, CNN, CNBC, CBS, in Businessweek, Entrepreneur, Fast Company, USA Today, The Wall St Journal and in SUCCESSâ„¢ Magazine. Rory relates profound truths coupled with humorous anecdotes that empower professionals to conquer their fears and take immediate action in all aspects of their lives. He is the perfect speaker for increasing employee engagement, overcoming procrastination, raising productivity, growing sales, maintaining better work life balance, managing change, having more effective time management and motivating people to do the hard work necessary to achieve success in life.

How Can Wholesalers Become a Category of One? - Joe Calloway

Oct 16, 2012


Joe Calloway is a performance coach and advisor who helps great companies get even better. He helps organizations focus on what is truly important, inspires constant improvement, and motivates people to immediate action. Joe has been a business author, coach, and speaker for 30 years and his client list reads like an international Who̢۪s Who in business, ranging from companies like Coca Cola and IBM to Saks Fifth Avenue and American Express. Joe is the author of four ground-breaking business books including Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison, which received rave reviews from The New York Times, Retailing Today, Publishers Weekly and many others.

Exactly What Do Financial Advisors Want From Wholesalers? - Bill Bachrach

Oct 5, 2012


Bill Bachrach̢۪s wide range of talents have made him one of the most popular go-to experts in the world for successful financial advisors who strive to be at the top of their profession in terms of client service, business success, and personal quality of life. He has written several industry best-seller books, including Values-Based Financial Planning, High-Trust Leadership, and It's All About Them, and his articles have been published in some of the most reputable financial services publications around the world. Bill has served as keynote speaker for major international industry conferences and delivered thousands of presentations worldwide for major financial services firms and associations including: FPA National Convention, Million Dollar Roundtable and Top of the Table.

Improving Wholesaler Presentation Skills - Alan Parisse

Sep 20, 2012


Rising from garbage collector to Wall Street executive, Alan Parisse combines insight and wit to deliver powerful and useful messages to audiences around the world. The first speaker to come out of the investment business to be inducted into the National Speakers Association̢۪s Hall of Fame, Alan̢۪s ideas have been quoted in numerous business publications, including: The Wall Street Journal, Business Week and Barron̢۪s. He has been a guest lecturer at the Stanford Business School, UC Berkeley Graduate School of Business, UCLA Graduate School of Management and the University of Pennsylvania Wharton School of Business. Additionally, for over 20 years, Alan has been helping presenters reach their potential by coaching with compassion, candor, and the clear intention to bring out the best in each individual. He has worked with executives and managers, sports stars, financial advisors, wholesalers, sales professionals, medical doctors, educators, clergy and others. Combining decades of experience with cutting edge ideas for new and better ways to deliver messages and get results, Alan̢۪s speaking workshops have been proven winners for his clients.

A View From The Wholesaler's Passenger Seat - Dr. Bob Froehlich

Sep 19, 2012


Dr. Bob is an expert on U.S. and global economics, global currency and financial markets, public policy and politics, corporate governance and U.S. and global demographic trends. This expertise has gained him international acclaim as a keynote speaker around the globe where Dr. Bob has the distinction of having delivered a keynote speech in 107 different countries.

How Can Wholesalers Profit From Advisor Uncertainty? - Daniel Burrus

Sep 5, 2012


Daniel Burrus is considered one of the world̢۪s leading technology forecasters and innovation experts. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker. He is a strategic advisor to executives from Fortune 500 companies, helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. His client list includes companies such as Microsoft, GE,American Express, Google, Toshiba, Procter & Gamble, Honda, and IBM. He is the author of six books, including The New York Times and Wall Street Journal best-seller Flash Foresight: How To See The Invisible and Do The Impossible, as well as the international best-seller Technotrends

Should Wholesalers Be Clever Or Kind? – Mike Robbins

Aug 29, 2012


Mike Robbins is the author of two bestselling books, Focus on the Good Stuff (Hardcover, Wiley) and Be Yourself, Everyone Else is Already Taken (Hardcover, Wiley), which have been translated into twelve different languages. Mike has been featured on ABC News, the Oprah radio network, in Forbes, the Washington Post, and many others. He is a regular contributor to and the Huffington Post. Mike was also the host of his own radio show in 2009 and 2010, "Let's Get Real," on Energy Talk Radio.

Wholesaler Work Ethic and Entitlement - Eric Chester

Aug 24, 2012


Eric is the Founder and Chair of the Center for Work Ethic Development, the nation's only institution focusing on work ethic to drive organizational profit and individual success. He's also an award-winning keynote speaker who's delivered more than 2,000 paid speeches since 1986, and is the author of 5 leadership books. His latest book, Reviving Work Ethic, is the first business book on work ethic since 1904. Eric's clients include Harley-Davidson, Wells Fargo, McDonalds, The US Army, and Allstate. He has been interviewed by ABC News, Harvard Business Review, Business Insider, Forbes, Fox News, the Huffington Post, etc. Eric Chester can be reached through his website at or by calling 303.239.9999

4 Pillars of Profiable Wholesaler Networking - Allison Graham

Aug 10, 2012


Business Development Expert Specializing in Personal Branding & Profitable Networking, Published Author by John Wiley & Sons Ltd, blogger, Columnist & Blogger (, Host of upcoming TV Show ElevateBiz TV on CTS

Wholesaler Energy and Positivity - Jon Gordon

Jun 20, 2012


Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous NFL, NBA, and college coaches and teams, Fortune 500 companies, school districts, hospitals and non-profits. He is the author of The Wall Street Journal bestseller The Energy Bus, The No Complaining Rule, Training Camp, The Shark and The Goldfish, Soup, The Seed and his latest The Positive Dog. Jon and his tips have been featured on The Today Show, CNN, Fox and Friends and in numerous magazines and newspapers. His clients include The Atlanta Falcons, Campbell Soup, Wells Fargo, State Farm, Novartis, Bayer and more. Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams. When he's not running through airports or speaking, you can find him playing tennis or lacrosse with his wife and two "high energy" children.

Great Wholesalers Do It Well And Make It Fun

Jun 13, 2012


As a speaker, humorist, columnist, and author of Is Your Glass Laugh Full?, My Kneecap Seems Too Loose, and Do it Well. Make it Fun., Ron Culberson̢۪s mission is to help staff and managers achieve a new level of success by understanding the power of Do it Well, Make it Fun. Success, even in tough times, comes from showing up and doing a great job. Ron helps staff become extraordinary by helping them focus on excellence while making their work experience more enjoyable. He also helps managers understand the qualities of an organizational culture that will attract great employees, develop excellent leaders, and deliver extraordinary products and services

Wholesaler Do More Business When They Lead From The Heart - Mark Crowley

May 16, 2012


Mark C. Crowley was Senior Vice President at Washington Mutual, one of the country̢۪s largest financial institutions, where he led investment product sales nationwide. After leading his division to all-time record performance in 2008, he was named Leader of the Year. A natural leader fresh out of college, Mr. Crowley gave little conscious thought to his management practices. With no previous formal training on how to effectively motivate human productivity in the workplace, he operated from instinct. But those intuitive talents proved to have a profound effect on every team he went on to lead. During the first decade of his career, Mr. Crowley built a track record of leading myriad teams to exceptional performance. In his mid-twenties, he successfully launched and managed one of the banking industry̢۪s first direct response centers. Immediately after, he led sales management at one of the nation̢۪s largest thrifts. Regardless of his assignment, it became evident that his intuition-based leadership practices consistently inspired employees to uncommon engagement, commitment and achievement.

How Can Wholesalers Generate More Advisor Referrals? - Bill Cates

May 11, 2012


Bill Cates CSP, CPAE, has revolutionized the way financial professionals generate an abundance of high-quality referrals. His first two books, "Unlimited Referrals" and "Get More Referrals Now" (McGraw–Hill) has established Bill as the financial services industry’s foremost expert on building a thriving referral–based business. Bills newest book,"Don’t Keep Me a Secret", is receiving rave reviews. Bill is the president of Referral Coach International and the creator of Bill Cates’ Referral Advantage™ Program.

What Do Advisors Need From Wholesalers? - Frank Maselli

May 9, 2012


Frank Maselli is one of the most inspiring and insightful leaders in the financial services industry. He is a recognized specialist in helping financial professionals reach new levels of success and he does it with tremendous warmth, humor and passion that have earned him Top Speaker awards at many national conferences. Frank began his professional career as a U.S. Army Officer in command of an elite group of combat medics. In 1983 Frank joined Dean Witter where he opened one of the country’s first Sears Financial Centers. In 1986, he moved to PaineWebber where he became their top mutual fund Sales Director and manager for the #1 branch office in the nation. Before starting his own consulting firm, Frank was Executive Vice President and National Sales Manager of one of the largest money management firms in the world. He not only managed their wholesaling team but created the firm’s â€Å“Advisor Academy” coaching thousands of financial advisors in practice development and marketing.