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The NEW Wholesaler Masterminds Radio Show

Updated 2 days ago

Business
Careers
Management
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Listen to the experts that we have gathered share their thoughts on this podcast that’s custom designed just for financial services wholesalers and their leaders. We'll bring you authors, speakers and thought leaders that help you improve the art, science and lifestyle of your practice. For more, visit us at http://wholesalermasterminds.com

Read more

Listen to the experts that we have gathered share their thoughts on this podcast that’s custom designed just for financial services wholesalers and their leaders. We'll bring you authors, speakers and thought leaders that help you improve the art, science and lifestyle of your practice. For more, visit us at http://wholesalermasterminds.com

iTunes Ratings

39 Ratings
Average Ratings
38
0
1
0
0

Great show!

By Kaasho526 - Feb 05 2017
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This podcast provides really valuable insights to improve your practice. Great show!

Avid Listener

By Brett Mieras - Jan 19 2017
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Fantastic program with Great insights and timely topics. Wonderful ways to keep getting better.

iTunes Ratings

39 Ratings
Average Ratings
38
0
1
0
0

Great show!

By Kaasho526 - Feb 05 2017
Read more
This podcast provides really valuable insights to improve your practice. Great show!

Avid Listener

By Brett Mieras - Jan 19 2017
Read more
Fantastic program with Great insights and timely topics. Wonderful ways to keep getting better.
Cover image of The NEW Wholesaler Masterminds Radio Show

The NEW Wholesaler Masterminds Radio Show

Updated 2 days ago

Read more

Listen to the experts that we have gathered share their thoughts on this podcast that’s custom designed just for financial services wholesalers and their leaders. We'll bring you authors, speakers and thought leaders that help you improve the art, science and lifestyle of your practice. For more, visit us at http://wholesalermasterminds.com

Rank #1: #224 Daily Habits of Highly Profitable Wholesalers with Laura Stack

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One of the top three areas of improvement we consistently hear wholesalers need is productivity and time management improvement.

Which would help to explain why Laura Stack has been visiting with us at Wholesaler Masterminds® periodically for the last six years!

Laura Stack, MBA, CSP, CPAE, is best known by her moniker “The Productivity Pro®.” Stack is an award-winning keynote speaker, bestselling author, and noted authority on employee and team productivity. She is the President & CEO of The Productivity Pro, Inc., a boutique consulting firm dedicated to helping leaders increase workplace performance in high-stress environments. 

She is the bestselling author of seven books published by Random House, Wiley, and Berrett-Koehler, including her newest, Doing the Right Things Right: How the Effective Executive Spends Time (Jan. 2016). Her books have been published in more than 20 foreign editions, and she is a featured columnist for the American Business Journal, LinkedIn, Time Management, and Productive magazines. Stack has produced more than 50 online training programs.

Book Laura for your next event through Wholesaler Masterminds Speakers Bureau (services provided by Ro Morrison & Associates).

Jan 17 2017

24mins

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Rank #2: #219 Why Do a Few Highly Successful Wholesalers Consistently Outperform Their Peers? with Anthony Iannarino

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A 'no' is not a failure. It's information. The ability to think on your feet is no excuse for being unprepared. Small salespeople ask weak questions.

If these statements ring true to you - or simply get you thinking about your areas of improvement - then our returning guest (be sure to listen to our other visits with him from 2011 and 2014) to whom they are attributed is sure to please.

Anthony Iannarino is a highly respected international speaker, author, entrepreneur, and sales leader specializing in the complex business-to-business (B2B) sale. He is also a founder and managing partner of two closely-held, family-owned businesses in the staffing industry, leading both entities in strategic planning while growing sales. Anthony is best known for his work at The Sales Blog, which has helped him gain recognition as a top thought leader in sales strategy. He is also the designer of Level 4 Value Creation™ and Building Consensus, methodologies that help sales organizations achieve transformational, breakthrough results.

His brand new book, The Only Sales Guide You'll Ever Need, is available from Amazon.com.

Book Anthony for your next event through Wholesaler Masterminds Speakers Bureau.

Nov 29 2016

25mins

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Rank #3: #235 Confidence vs Courage: Improve Your Practice (and Change Your Life) in 5 Seconds with Mel Robbins

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It doesn't matter how long you have been wholesaling, nor how much money you make. The fact is every one of us has doubted ourselves.

From time to time we've called into question any and all elements of the what we do and/or the how we do it.

What if you could work past that that doubt, that momentary (or longer) crisis of confidence, in just 5 seconds?

Mel Robbins is one of the most sought after motivational speakers trusted by global brands to design and deliver business expanding, life-changing, interactive keynotes that inspire change, challenge thinking and accelerate personal and professional growth. Her TEDx Talk on “How To Stop Screwing Yourself Over” has over 10 million views across 37 countries, and her book on the brain and productivity,Stop Saying You’re Fine, is a business bestseller that has been translated into four languages.

Her new book, The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage is now available.

She started her career as a criminal defense attorney and went on to launch and sell a retail and internet technology company. Mel has led multi-year coaching programs at: Johnson & Johnson, AG Edwards, Bear Stearns and Partners Healthcare. The media has tapped Mel to host award-winning shows for FOX, A&E, Cox Media Group and now CNN.

Mel is currently one of CNN’s most popular on-air commentators and opinion writers; her articles drive tens of millions of page views for CNN.com. Mel has an extensive television résumé as an expert on human behavior and motivation for Good Morning America, Dr. Phil, Dr. Oz, Oprah, The Today Show and Fox News. She was named America’s Outstanding News Talk Show Host at the 2014 Gracie Awards.

Want Mel Robbins to speak at your next event? Contact us at Wholesaler Masterminds Speakers Bureau for information.

Apr 04 2017

31mins

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Rank #4: #328 The Next Evolution of Wholesaling with Sarano Kelley

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Depending of whom you ask, the future of wholesaling looks exceedingly bright or dim and dying.

Our guest this week has a unique vantage point from which to offer his insights.

For more than two decades, Sarano Kelley has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry.

A top-rated speaker at the Securities Industry Institute’s Wharton School, Kelley draws from his own compelling life story: he rose from poverty to become a Wall Street dynamo at age 23, before a family tragedy turned his heart toward coaching. Emphasizing personal accountability systems, Kelley delivers passionate keynote addresses and award-winning training to elite financial professionals. Advisors who participate in Kelley’s “Game” training programs, see, on average, a 1000% increase in referrals.

Apr 17 2018

25mins

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Rank #5: From The Archives: Great Wholesalers Hate Losing More Than They Love Winning with Don Yaeger

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Originally aired 1-3-13: Don Yaeger is sought to discuss lessons on achieving greatness, learned from first-hand experiences with some of the greatest sports legends in the world.

As a award-winning keynote speaker, business leadership coach, 11-time New York Times best-selling author, and longtime Associate Editor for Sports Illustrated, he has fashioned a career as one of America’s most provocative thought leaders.

He is also often retained by companies and organizations to coach their leaders, management teams, and employees on building a culture of greatness by studying great teams in sports and discerning the business lessons we can learn from them.

Visit Don's work at donyaeger.com

May 07 2019

17mins

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Rank #6: #226 A Barron's Top 100 Advisor Speak About Wholesalers with Erin Botsford

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They are the holy grail of most wholesaler's practices. The Barron's Top 100 advisor. Cumulatively, based on the 2016 list, they manage $859,610,000,000!

Erin Botsford is a Barron’s Top 100 Independent Advisor & Top 100 Women’s Financial Advisors, Best-Selling Author, Founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Dallas, Texas and Atlanta, Georgia.

Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, Erin is often asked to share her views on investing and the economy in key note addresses across the country.

Her new book, Seven Figure Firm, How to Build a Financial Services Business that Grows Itself is due out soon.

Book Erin for your next event through Wholesaler Masterminds Speakers Bureau (services provided by Ro Morrison & Associates).  Ask us about our Conference Success Plans - We're Helping Distributors Maximize Their Conference ROI

Jan 31 2017

24mins

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Rank #7: DOL SPECIAL EDITION #1: DOL Fiduciary Rule The Implications for Wholesalers and Their Leaders

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Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.

How sweeping will the change be?

What will the impact be for wholesalers and their leaders?

Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?

To address some of these questions we asked two of the industry's most respected consultants.

Lee Kowarski from DST kasina and Steve Saltzman from Saltzman Associates speak with us in this Special Edition of The NEW Wholesaler Masterminds Radio Show.

Click here to download a full PDF transcription of this special edition.

Oct 14 2016

44mins

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Rank #8: #318 Winning Your Wholesaling Career (Not Simply Enduring It) with Tim Cole

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Did you choose wholesaling? Or did wholesaling choose you?

Are you an accidental wholesaler?

Tim Cole is the founder and CEO of The Compass Alliance. His book, The Compass Solution: A Guide to Winning Your Career, offers practical direction to both senior leaders and employees on how to cultivate a rich culture – and ensure a significant work experience.

To inquire about booking Tim Cole for your next event through Wholesaler Masterminds Speakers Bureau contact us at info@wholesalermasterminds.com

Feb 06 2018

24mins

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Rank #9: #330 Becoming an Influential Wholesaler with Bob Burg

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We live in most contentious times. Times when opposing points of view erupt into animus and vitriol.

Given that backdrop, how is a wholesaler supposed to create any form of influence today? 

In their bestselling business parable, The Go-Giver and then their follow-up, The Go-Giver Leader, Bob Burg and John David Mann challenged the conventional wisdom about success. Now they’re back with a new and equally compelling story about the power of genuine influence, in business and beyond.

The Go-Giver Influencer: A Little Story about a Most Persuasive Idea tackles the paradox of achieving what you want by focusing on the other person’s interests. No, not in a way that is self-sacrificial but rather in such a way that all parties benefit greatly. This results in both immediate and long-term success.

Bob Burg speaks all over the world on topics related to The Go-Giver, as well as what he calls, Ultimate Influence™. While his total book sales number well over a million copies, his and Mann’s original book has itself sold over 700,000 copies and has spurred an international movement.

Their new book, however, The Go-Giver Influencer, might just be their most important book of all.

To inquire about booking Bob Burg for your next event through Wholesaler Masterminds Speakers Bureau contact us at info@wholesalermasterminds.com

May 01 2018

31mins

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Rank #10: 12 On My Mind: Your Strategic Wholesaling Advantage

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Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Your Strategic Wholesaling Advantage   What's on your mind? Email me at rob@wholesalermasterminds.com

May 03 2019

4mins

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Rank #11: Lessons From Leaders Ep #3: How Wholesalers Thrive in the Future with Cerulli Associates

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How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn? 

In this episode, sponsored by Money Management Institute’s Center for Distribution Excellence, we explore what wholesalers need to do to thrive in the future world of wholesaling – a world where they are responsible not just for their own efforts and outcomes, but for harnessing the resources of their firm to capture advisor partnerships and assets.

Show summary:

Home offices and advisory practices are becoming increasingly sophisticated and diverse in their portfolio construction processes and use of share classes and investment vehicles. This is adding to many asset managers’ preexisting challenges of defining top-tier partnerships and locating true centers-of-influence. Many asset managers are facing mounting pressures in balancing their prioritization of growth opportunities and efficient distribution strategies.

Cerulli Associates will discuss how these trends are impacting the future of distribution. Emphasis is given to the importance of Key Accounts, territory management, and the growing need for wholesalers to possess a blend of relationship management, analytical, and consulting skills.

Our guests for this episode are:

Bing Waldert – Managing Director, U.S. Research: Bing has oversight over Cerulli’s U.S. research and data products and consulting business. He has authored multiple Cerulli Reports, and contributes to the Cerulli Edge series. Bing has more than 15 years of financial services industry experience.

Donnie Ethier – Director of Wealth Management: Donnie leads consulting engagements and research initiatives as it pertains to Cerulli Associates’ intermediary distribution capabilities. He directionally leads Cerulli’s U.S. High Net Worth practice and provides internal consultation to the Annuities & Insurance practice, specifically distribution strategies. He contributes to multiple consulting projects, Cerulli Reports, and the Cerulli Edge series.

Jul 17 2018

40mins

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Rank #12: #316 Throw Away Your Annual Business Plan with Brian Moran

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The annual business plan. Insightful, productive work for some. Management mandated waste of time for others.

What if there was a better way?

Brian Moran, President and Founder of The 12 Week Year™, has nearly thirty years of expertise as a corporate executive, speaker, entrepreneur, consultant, coach and is a New York Times best-selling author.

Brian is a recognized expert in the field of leadership and execution. His realization that most people don’t lack ideas, but struggle with effective implementation led him to the development of ‘The 12 Week Year™’.

The 12 Week Year™ helps individuals and organizations perform at their very best by taking the excitement, urgency and focus you experience in October, November and December and packaging that into a proven system EVERY 12 Weeks to experience explosive results.

To inquire about booking Brian Moran for your next event through Wholesaler Masterminds Speakers Bureau contact us at info@wholesalermasterminds.com

Jan 23 2018

27mins

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Rank #13: Lessons From Leaders Ep #1: John Moninger, Mark Spina, Brett Wright

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How do our most senior leaders feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

In this inaugural show we interview:

  • John Moninger, Managing Director, Retail Sales, Eaton Vance
  • Mark Spina, Head of Advisor and Intermediary Solutions, Russell Investments
  • Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas

This episode is brought to you by Money Management Institute and their Center for Distribution Excellence. Learn more at www.mminst.org

Visit us to learn more Wholesaler Masterminds® here.

Jun 19 2018

48mins

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Rank #14: #231 Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia

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It's as old as humankind. It's a proven way to get your message heard and understood. 

So why don't we tell more engaging stories about our firms, our products and ourselves?

Rob Salafia is a speaker, executive coach and corporate storyteller. He combines two decades of experience as a top leadership development executive with a well-established career in the performing arts. He has a passion for helping leaders enhance their presence, connect authentically with others, and tell engaging stories. He helps sales leaders bring their products and services to life in a compelling and relevant way, connecting to every person in the room.

Rob is the founder and president of Protagonist Consulting Group. He is highly skilled working one-on-one, as well as facilitating small and large group learning sessions. Rob is a lecturer in MIT Sloan School of Management and an executive coach for MIT’s Sloan Fellows, AMP and EMBA Programs. His clients are Fortune 500 companies and organizations, including, ING Bank, American Express, Alliance Bernstein, Merrill Lynch, NN Group, Sony Music Entertainment, News Corp, Fidelity, Sapient Consulting, and Royal Bank of Scotland.

Book Rob for your next event through Wholesaler Masterminds Speakers Bureau (services provided by Ro Morrison & Associates).  Ask us about our Conference Success Plans - We're Helping Distributors Maximize Their Conference ROI

Mar 07 2017

22mins

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Rank #15: #220 How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr

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What's the wholesaler formula for success? In our writing and speaking we have identified it as IQ+EQ+CQ=MQ. Our guest this week is eminently qualified to help us all improve our EQ.

Anne Loehr is an internationally sought after keynote speaker, writer, consultant, and trainer. She helps leaders in large organizations connect today’s everyday decisions to the future workplace. Her end goal is to help organizations retain their top talent and not only survive, but thrive. 

Named the "Generational Guru" by The Washington Post, Anne’s work has been featured in Newsweek International, The Washington Post, The New York Times, National Geographic Traveler, Washingtonian and CNN Money. She writes for the Huffington Post and Medium, and co-authored 2 management books: A Manager’s Guide to Coaching: Simple and Effective Ways to Get the Best Out of Your Employees and Managing the Unmanageable: How to Motivate Even the Most Unruly Employee.

Book Anne for your next event through Wholesaler Masterminds Speakers Bureau.

Dec 06 2016

19mins

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Rank #16: #210 Never Be Average Wholesaling with Tim McCormick

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Another suit, in another office, carrying another briefcase.

Those were the words of a wholesaler dying to swim out of The Sea of Sameness.

Our guest this week gives us straight talk about how to do just that.

Tim McCormick has created a proven Game Plan for success in the business world that focuses on the secrets that premiere professional athletes use to reach their highest goals and achieve career excellence.

Tim graduated from the University of Michigan and spent ten seasons in the NBA as a player. He was drafted by Cleveland with the #12 pick in the 1984 draft and was traded to Washington and then Seattle. Tim played for the Seattle Supersonics, Philadelphia 76ers, New Jersey Nets, Houston Rockets, Atlanta Hawks, and New York Knicks.

Tim has worked as a consultant with NBA players over the last two decades teaching strategies to improve performance and achieve greatness. He also runs the NBA Players Association’s TOP 100 Basketball Camp for the elite 100 high school players in the nation. 

Book Tim for your next event through Wholesaler Masterminds Speakers Bureau.

Sep 20 2016

23mins

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Rank #17: #327 Never Let Them See You Sweat with Marc Vahanian

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Never let them see you sweat. It’s one of the hallmarks of a great wholesaler.

How authentic is your confidence?

Marc Vahanian is a 7 Keys Coach, who specializes in working with financial services professionals.

As an executive coach with over 20 years of experience, Marc works with a range of clients from race car drivers to Fortune 500 executives and their teams. He has been featured in People Magazine, on CBS’s “48 Hours” and E-Channel’s “The Golden Globes,” amongst many others.

His book, Authentic Confidence – The 7 Keys, outlines his approach. He works with professionals on clarity of purpose, power of passion; how to craft and present narratives that inspire trust, and communicate the bigger “why.”

To inquire about booking Marc Vahanian for your next event through Wholesaler Masterminds Speakers Bureau contact us at info@wholesalermasterminds.com

Apr 10 2018

26mins

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Rank #18: Lessons From Leaders Ep #2: Jim Jessee, MFS

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How do our most senior leaders feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

In this episode we interview Jim Jessee, CIMA®, CLU®:

Jim serves as a strategic advisor on growth initiatives for MFS Investment Management® (MFS®). He brings more than 30 years of experience to his role, consulting with the firm’s clients and its Management Committee regarding business development opportunities with its global financial intermediaries.

Previously, Jim was president of MFS Fund Distributors, Inc., co-head of Global Distribution and a member of the firm’s Management Committee. He also served as director of MFS Dealer Relations, as national sales manager for MFS Private Portfolio Services and as a wholesaler, covering the southeastern United States for 15 years. He joined MFS in 1987.

[Here's the post Rob referenced in the show: Thinking About Moving From Wholesaling Into Sales Management? Better Read This First

This episode is brought to you by Money Management Institute and their Center for Distribution Excellence. Learn more at www.mminst.org

Visit us to learn more Wholesaler Masterminds® here.

Jun 26 2018

47mins

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Rank #19: #227 Any Wholesaler Can Do Anything with Kyle Maynard

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Speed bumps. Road blocks. Barriers to success.

Call them what you will - these potential impediments to success fill our careers - and our lives.

Our guest on this episode may well have you rethinking what you are capable of accomplishing.

Kyle Maynard is a motivational speaker, bestselling author, entrepreneur, and ESPY award-winning mixed martial arts athlete, known for becoming the first quadruple amputee to reach the summit of Mount Kilimanjaro and Mount Aconcagua without the aid of prosthetics.

Oprah Winfrey called Kyle “one of the most inspiring young men you will ever hear about.” Arnold Schwarzenegger described him as “the real deal,” “a champion human,” and “one of the most inspiring people” he’s ever met. Even the great Wayne Gretzky has spoken of Kyle’s “greatness.”

Despite being born with a rare condition known as congenital amputation, that has left him with arms that end at the elbows and legs that end near his knees, he learned early on with the support of his family, to live life independently and without prosthetics. Kyle thrives on physical challenges and following a few rough middle school football seasons; he went on to become a champion wrestler, CrossFit Certified Instructor and gym owner, competitive MMA/Brazilian Jiu-Jitsu fighter, world record-setting weightlifter, and skilled mountaineer.

Book Kyle for your next event through Wholesaler Masterminds Speakers Bureau (services provided by Ro Morrison & Associates).  Ask us about our Conference Success Plans - We're Helping Distributors Maximize Their Conference ROI

Feb 07 2017

25mins

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Rank #20: #215 The Myth of Wholesaler Work Life Balance with Chris Johnson

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Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.

In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.

Instead of chasing the unicorn, what if there was a better solution? 

Chris Johnson is the leading authority on small steps to healthy living.

As Founder/CEO of On Target Living, Chris is a highly respected expert and accomplished executive, who has spent over 30 years researching and building optimal health and performance programs for individuals and corporations. He is the architect of the Food Target® that shifts from counting calories to concentrating on the nutrient values of foods that guide healthy choices.

His latest book is On Target Living: Your Guide to a Life of Balance, Energy, and Vitality

Book Chris for your next event through Wholesaler Masterminds Speakers Bureau.

Oct 25 2016

23mins

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