We are not sure where this video originated [though the clues tell us it’s a bank advisor in Texas] – but it contains many kernels of truth.
Unfortunately the advisor community views too many wholesalers (and most assuredly not just fund wholesalers) through this exaggerated, but telling, lens.
If you look in the mirror and see any of yourself in this spoof contact us and let’s talk about coaching.
At the very least see if there is something in our Store to help you become a better wholesaler!
We’re on a mission: helping you create your next Career Year!
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Greg Shipper says
This venue is exactly why I scripted “The Dreaded Mutual Fund Wholesaler”. I have always viewed Wholesalers as a true business partner whom play an intricate role in helping me build my practice and, when I find one that truly ‘gets it’, I try to remain loyal to them and their products. Unfortunately every now and then a Wholesaler that doesnt get it comes by and commits their first big mistake..dropping by unannounced. Whenever this happens, I sit them down with this video and when done ask them to call me back for an appointment. Usualy they get it and I always give them one-on-one time after.
Glad to see the video put to good use.
Rob says
Greg;
Thanks for stopping by to “claim” this video. As FYI there are quite a few differing opinions re drop ins. Many wholesalers have properly used them successfully to cultivate meaningful relationships with advisors that they now count as part of their very best producers. And some wholesalers fundamentally stay away from them – perhaps because they’ll be vilified by messaging like this video.
Here an extensive post we wrote on the subject: https://wholesalermasterminds.com/2014/01/advisor-drop-ins-smart-tactic-or-dumb-move/