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Ed. note: Although originally written for Career Year 2012, the questions below are all weather – they should be asked by every wholesaler at the start of every year.
As I write this on 12/31/11 I am thinking about you and your ability to have a Career Year.
What skills will it take to achieve your best year yet?
What are the best practices of the best companies?
How do you set yourself apart from your competitors and turn your practice into a market leader?
For these questions and more we have Joe Calloway with us.
We picked up a comment left on a story at Ignites.com that caught our eye.
The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).
The comment appears to have been posted by a Financial Advisor.
He writes:
Between the years of carrying the bag and the years in management we, like you, have been to many a national sales meeting.
And with the height of the national sales meeting season approaching, it has us asking, “what if?”
The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.
And you likely already know Bill Bachrach.
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]
