Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.
Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.
Now we are bringing you the audio of the email tips that we shared with the audience that day.
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At a recent conference I met a long tenured wholesaler who spoke about a list he created that defined the 10 things wholesalers must do to insure a long a prosperous career.
Of course I asked him for the list.
That lead to the post A Lot More Than 10 Rules For Wholesalers.
And, after more than 25 years in wholesaling/distribution, I thought I’d create a list of my own.
Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
Are you the dominant player?
Do you instill fear in other wholesalers?
How many emails do you get in a day?
A week?
How backlogged are you in reading them?
In a recent meeting with a prospect I asked if she had received an email I had sent.
Over 25 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
