The Advisor’s Door Is Wide Open, So Why Aren’t You Walking Through It?

You know the game in sales.

You look for a crack in the door, wedge your foot in, and then work your ass off to blow the door wide open.

But what happens when the door is left open – WIDE OPEN?!

Recently I hosted a 401(k) Rekon Advisor (now Advisor2X) Symposium with 45 financial advisors in attendance.

They were a diverse group, mostly independents, with a smattering of wirehouse folks.

In addition to doing the Master of Ceremonies gig, I presented the Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement.

They are:

1. Form Meaningful Partnerships
2. Understand The Wholesaler’s PVP – Peerless Value Proposition™
3. Cooperatively Business Plan
4. Conduct Quarterly Checkpoint Sessions
5. Ask For What You Want

As I checked in with the advisors, and polled them about wholesaler behavior, it became all too clear that the door is wide open for the wholesaler that dares to be great.

For instance, I asked the audience how many of them had participated, at the wholesaler’s request, in proactive business planning discussions.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

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THANK YOU!

Rob Shore
Founder

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Out of a room of 45 advisors, THREE raised their hands.

When polled about wholesalers doing checkpoint meetings to stay in touch with the “health” of their relationship with the advisor, I got blank stares – and not one hand went up, even half way.

More than ever I am convinced that your ability to go from good wholesaler to great wholesaler isn’t about herculean efforts.

It’s simply about doing the stuff that other folks can’t do.

Or won’t do.

Or have become too complacent to do.

The door is wide open – when are you going to walk through it?

Wholesaler Masterminds coaching clients have the benefit of all of this discussion and a whole lot more. Contact us today and start your move from good to great.