Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
All faults may be forgiven of him who has perfect candor.
Walt Whitman
Have you ever been asked to give your feedback to a coworker, employee, or significant other?
If your like most people the art of feedback feels more like a chore. As humans we want to be nice. We don’t want to hurt another persons feelings.
By nature we are looking for the bright spot.
So when asked for input most of us will give the softball reply. [Read more…]
In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”
According to the site:
Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.
While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.
A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]
Guilty as charged – and that’s all I have to say.
Work consumes who I am.
It defines my existence.
And I am not proud of this fact.
And I’m damn sure not alone, especially in our business.
Why Should You Listen to the Recording?
If you:
then this call has suggestions designed for you!
Investment News holds a teleconference about a topic and offers CE credit for those in attendance.
Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.
You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.
What do Investment News and Financial Planning know that you should too? [Read more…]
