Matt Defirdinando is an external wholesaler in the Pacific Northwest. 3 times in his career he's taken his sales territory from the bottom of the trade run to the top. He discusses a few ways he's done that, specifically: mistakes to avoid, lev...

Brian Margolis of PG Wholesaling joins the show. We discuss a 7 step framework to ensure 2025 becomes the best year of your sales career. 

Jeff Ringdahl has spent 25+ years in the industry, most recently as President and CEO of Resolute Investment Managers (~$80b AUM). He joins today's show to offer his perspective on how senior leadership interacts with sales/distribution efforts...

2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience. 

Inspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded  Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get mat...