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Kathleen B Jucar , Financial Paraplanner with Monarch Wealth & Retirement Strategies, joins today show. We cover her wholesaling career path, which brings a very unique perspective. We talk about:

• The grind from internal to external, how she positioned herself for a top tier external territory in California
• How grief shaped her career path towards helping others financially
• Mentoring women in the industry 

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Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:

• The advisor's perspective: things wholesalers should know about FA's goals
• Get Good: the 7 Habits of Highly Successful Financial Professionals
• The Bleeding Edge: how to win conversations with your prospects

Buy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals 

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Brian Margolis of PG Wholesaling joins today's show (3:00) to discuss ideas to get more meetings. He covers:

• Taking the long-view to booking meetings and building relationships
• 2 tactics that will help you get more meetings
• Examples from successful wholesalers that work with Brian to improve their sales success

Contact Brian directly [email protected] if you'd like to get your calendar more full & build more meaningful relationships with your prospects.

You can also access many of his FREE tools and resources at https://pgwholesaling.com/

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Leading 400 registered reps as Founder and CEO at Coastal Wealth , Jeremy Straub joins today show. We discuss:

• His investment team's tiered-access approach to working with wholesalers and fund families, including stories of successful partnerships
• Funny stories from his time as an advisor and early sales training
• Overcoming throat cancer, and how that shaped his outlook on life and the impact that financial advisors have on clients

Jeremy is also the co-host of the Mindset Meets Money podcast.

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Kevin Baker of Kevin Baker Presents joins today show. A former wholesaler, Kevin has a remarkable story of addiction and recovery. We discuss:

• His best sales years as a wholesaler at MetLife
• How work played a role in his addiction
• Losing $1,000,000+ dollars to opioids 
• His arrest in 2016
• His road to recovery & how the wholesaling community can hear his story

If you, anyone on your sales team, or anyone at home is struggling with substance use or addiction, Kevin is available to talk. You can reach him directly at [email protected]

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Ryan George, Chief Marketing Officer at Docupace, joins today's show. We talk about wholesaler / marketing dynamics and a few contrarian takes about topics trending in the industry today.

https://www.linkedin.com/in/rageorge/

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Andrew Blake is a Senior Analyst in the Wealth Management Division of Cerulli Associates. He works daily with asset management firms and their sales leaders. He joins the Internal Use Only podcast to preview the results from their 2023 Intermediary Distribution Trends Report. This report is focused specifically on retail sales and distribution trends and will be available in June 2023. 

Reach out to Andrew directly to learn more about Cerulli and to get access to the full report. 

[email protected] 
https://www.linkedin.com/in/andrewwrightblake/

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Chat GPT, the more advanced version of Smarterchild (for those millennials out there familiar with AOL instant messanger), has become increasingly popular. 

It's very effective for sales professionals, even wholesalers and advisors. Today, the host breaks down 3 ways that you can use Chat GPT for yourself and for any advisor clients:

• Prospecting emails
• Meeting notes summary with calls to action
• FA marketing , new business 

As a bonus, the host reads examples live -- showing the capabilities of the platform in real time. 

https://potomacfund.com/chatgpt-for-financial-advisors/
https://www.advisorperspectives.com/articles/2023/03/07/embracing-chatgpt-in-wealth-management

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Libby Greiwe, CEO of the Effecient Advisor LLC joins today show. 

Libby grew her own financial advisor practice to 7 figures before selling it. She found a passion for coaching advisors and helping them create their own processes and strategies to have a more successful, stress-free practice. Today, Libby works with wholesalers and advisors that want to help financial planners and financial advisors. We discuss her personal background and how it lead her to the industry, her time as an advisor, balancing work with a newborn , the 7 things that most advisors need to bring structure to in their practice, and some stories from good and bad wholesalers.

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Brendan Frazier (not the movie star but a star in his own right), joins today's show. We talk about the value of the internal sales role, and how that experience fueled him to start his own platform serving the advisor community. You can find Brendan's podcast and website below:

Human Side of Money Podcast
Wired Planning 

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