Timely, Relevant and Actionable Content

Each edition of I Carry The Bag® will give you:

► Feature Stories – about issues that are important to the wholesaling community. If you are familiar with Wholesaler Masterminds® you know that we don’t pull any punches. We’ll provide candid, honest, and most of all, content rich ideas that will help you grow your practice. Each quarter we’ll do a deep dive into a topic that is central to the overall success of how you run your business, the manner in which you interact with clients, and the way in which you grow your share of the market.

IN THE CURRENT ISSUE

Spring 2012
(click on either image to view full size)

If you missed the Fall 2011 edition you missed the following stories:

• The Secret to Selling Anything: Know Your Audience’s Motivational Focus by Dr. Heidi Grant Halvorson

• 3 Reasons Top Producers Don’t Make Good Sales Managers by Kathy Freeman

• The Wholesaler’s 10 Step Repeatable Process by Don Connelly

• 9 Things Advisors Want to Know about Social Media and What You Should Tell Them by Kip Gregory

• 4 Systems You Should Implement With Your Internal Partner…NOW by The Anonymous Internal Wholesaler

• 3 Things A 1099 Wholesaler Does Differently by Edward S. Finocchiaro

• 5 Point Plan To Quickly Build Client Trust by Dennis Moseley-Williams

PLUS MUCH, MUCH MORE!

 

If you missed the Summer 2011 edition you missed the following stories:

• 10 Ways to Stay Employed Regardless of Market Conditions by Seth Friedman

• Are Most of Your Assumptions About Internal Wholesalers Wrong? by Mary Anne Doggett

• Success at Conferences or How Not to Waste $50,000 by Rob Shore

• Thinking for Dollars: The Successful Critical Thinker by Scott Halford

• So Your Firm is Giving You an iPad–Now What? by kasina

• Fact or Fiction: Great Speakers Never Get Nervous by Ivy Naistadt

• Marketing to RIA’s by Miles Healy

PLUS MUCH, MUCH MORE!

 

 If you missed the Spring 2011 edition you missed the following stories:

• More Effective Marketing: 5 Ways to Free Up Your Time by Laura Stack

• Why The Next Thing In Your Bag Should Be an iPad by Kip Gregory

• How to Fight Above Your Weight Class by S. Anthony Iannarino

• What is Your Career Brand? by Kathy Freeman

• Zen and the Art of Wholesaling by Mary Allen

PLUS MUCH, MUCH MORE!

 

If you missed the Winter 2011 edition you missed the following stories:

• 41 Ways Wholesalers Become Great by Don Connelly

• 34 Ways To Make COIs Love You by Rob Shore

• 11 Questions to Ask Before Hiring a Scheduler by Julie Threewit

• 30 Tips That Propel High Achievers by Bill Smith

• 12 Traits of Great Leaders by Kathy Freeman

• 37 Ways to Know It Might Be Time To Hang Up the Bag by DeeAnne White

PLUS SO MUCH MORE!

 

If you missed the Fall 2010 edition you missed the following stories:

• Hybrid Wholesaling – Threat, Opportunity, or Both? by kasina Consulting

• 5 Keys to Successful Business Planning with Tim Berry, CEO, Business Plan Pro by Palo Alto Software

• All I Want For Christmas is Your Job by M2M, The Anonymous Internal

• Attn. Wholesalers: You Are Being Judged by Peter Arethas

• Adapt or Die: The Secret of the Mega-Successful by Scott Halford

• How to Command an Audience by Ivy Naistadt

PLUS: Kip Gregory, Kara Newman, Mary Allen, JB Bush, DeeAnne White, Kathy Freeman and so much more.

Want to know what’s on the minds of some of the most influential leaders in distribution?

► Inside the Bag – interviews with senior leaders in our business. We’ll ask for their insights and get their perspectives on a host of topics related to the art, science and business of wholesaling. This is your chance to get inside the minds of some of the most influential leaders in our business.

Fall 2010 interview: Jim Jessee, President of MFS Fund Distributors, Inc.

Spring 2011 interview: Aaron Cook, Chief Operating Officer, Steadfast Capital Markets Group

Every Quarter You’ll Get Powerful Ideas and Information From Experts Such As:

JB Bush has more than 20 years of success in senior management and executive sales positions with established companies as well as start-ups. He has successfully navigated the complexities of nearly every type of sales challenge. By leveraging his expertise as a build-out and turn-around strategist, paired with his belief that training should be fun, JB arms his clients with solid education, sales-ready messaging and the confidence that they can win.

JB joined ValueSelling Associates in 1999 as a managing partner. Through this relationship his consulting clients include Cisco Systems, Gartner, Motorola, Monster, Dell, DST-Output, Silver Peak, VeriSign and Wind River. He is a sought-after keynote speaker and trainer who can deliver high-impact results by maximizing and leveraging his clients’ investment in the ValueSelling Framework and Essentials, a series of leading edge web based training modules on essential sales skills. jb@jbbush.com

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Ivy Naistadt is known worldwide as an expert in helping clients reach their professional communication potential. Ivy’s extensive expertise in the art of performance and speaking has enabled business professionals to transform their careers by consistently delivering outstanding presentations.  Ivy has delivered over 2000 high impact professional presentations with corporate, industry and association audiences.   As an author (Speak Without Fear, HarperCollins), nationally recognized speech coach, speaker and consultant, Ivy has taught the country?s top executives how to prepare and deliver successful public presentations since 1986.  She has worked closely with senior management from such leading corporations and organizations such as IBM, Corning, The New York Times, Pitney Bowes, Merrill Lynch, Hershey and Princeton University as well as entrepreneurs and political candidates.

Ivy has appeared on television and frequently conducts radio interviews as a Communications Expert. Ms. Naistadt has been quoted and featured in numerous publications including USA Today, The Daily News, Dallas Morning News, Selling Power Magazine, Sales and Marketing Management and The New York Times.

Learn more about Ivy at Join The Ivy League and get a copy of her Coaching Brochure

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Kip Gregory is one of the financial services industry’s leading authorities on improving individual productivity and team effectiveness. Over the past decade, thousands have benefited from his simple, straightforward advice on saving time and systemizing for success using tools and resources they already own.

Kip’s book “Winning Clients in a Wired World” offers hundreds of fast, easy-to-implement strategies and tactics for conquering information overload, automating time-consuming tasks, unlocking the Web’s hidden value, improving communication skills, increasing profitability, and more. His Tips email newsletter is read by over 6,000 subscribers.

Gregory’s client list includes leading securities firms, broker dealers, insurance companies, mutual fund families, and trade organizations across the industry. Before founding The Gregory Group in 1998, Kip spent 14 years developing and managing businesses for GE Capital and other financial services companies. During that time his units created billions in assets and consistently surpassed their profit targets.

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Kathy Freeman offers her clients over two decades of experience in executive recruiting and has worked exclusively in the financial services sector since she opened her own retained search firm in 1992.  Her client list during this time encompasses asset management firms, wealth management, service provider organizations and distribution companies.

Throughout the past 20 years, the Kathy Freeman Company has developed an outstanding reputation for being a valuable resource nationally to firms seeking to shore up their teams with senior level sales, marketing and client facing talent. Kathy’s depth of experience in attracting and assessing the best in class talent in this functional expertise, combined with her extensive relationships across the country, allow her to drive consistently successful results for her clients. Her website,www.kathyfreemanco.com holds further detail about her firm’s accomplishments and her contributions to conference panels, speaking engagements, blogs or published articles.

Kathy runs her national practice out of San Luis Obispo, California where she lives with her husband and two children.

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Mary Allen, CPCC, MCC is America’s Inner Peace Coach, author of The Power of Inner Choice and host of Conversations with the Masters interviewing best-selling authors, speakers and coaches including Dr. Wayne Dyer, Caroline Myss, Debbie Ford, Ken Wilber, Dr. David Hawkins, Byron Katie and others. Her clients include entrepreneurs, CEO’s, business owners and even a couple billionaires.  Her passion is helping “conscious achievers” awaken to greater everyday inner peace, as they realize their inspired goals. Mary leads the annual 4-day Inner Peace Immersion Retreat and one-day live Awakening Beyond Achievement Tour events, where she inspires audiences to create and sustain success and inner peace. Mary is a graduate of University of Wisconsin (Madison), and both CTI and Coach U. She enjoys veggie smoothies, yoga, meditation and walks at the beach with her husband John.

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Michael Bryan is the Founder & Executive Director of the Atlanta Wine School (AWS).

The eight year-old AWS is the only private wine-centric institution in the Southeast for consumers and the trade, providing a continuous learning experience with renowned international speakers.

Michael speaks on wine-related subject matter for approximately 150 private, public, and trade events per year. He has attained five (5) credentials from industry-recognized wine qualification organizations: The Society of Wine Educators, The Court of Master Sommeliers, The Wine Spirit Education Trust of London, The Spanish Wine Academy, and L’ecole du Vin Bordeaux. Michael has appeared in numerous regional and national publications, along with radio & television spots, including guest “wine guy” on Alton Brown’s Good Eats, The Wall Street Journal, and The Home Shopping Network.

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Sara Keagle (TheFlyingPinto.com) is a Flight Attendant for a major U.S. Airline with over twenty years experience in the travel industry. Through her blog The Flying Pinto she shares her experiences and offers you a glimpse behind the galley curtain. She also created and co-hosts a popular podcast, The Crew Lounge, offering listeners a unique look into the life and career of a flight attendant. Her latest venture has her joining forces with fellow flight attendant bloggers Bobby Laurie and Gailen David to create The Inflight Team. On their site, Inflightteam.com you’ll find their best tips to make your travels easy and fun. The Inflight Team has appeared on many morning shows including Charlotte Today, FOX News in Houston, Smart Family, Sonoran Living, and Daytime a nationally syndicated talk show.

Sara has also freelanced for publications such as The Wall Street Journal’s Speak Easy Blog and serves as a resource of various national media outlets including USA Today, The Wall Street Journal, MSNBC, The New York Times, Budget Travel, Trip Base, and The Washington Post just to name a few.

You can find Sara’s website at The Flying Pinto and visit her on Facebook at The Flying Pinto Blog.