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Archives for April 2012

Are Wholesalers Getting to The Question Behind The Question? – John Miller

wholesalers asking the right questions

A number of years ago I hired a speaker to address a group of financial advisors.

His message was impactful and struck a chord with most of the audience.

Recently while working with a coaching client, the client remarked to one of my comments, “Oh, you mean finding out the question behind the question”.

[Read more…]

The Allure of The Filler Appointment

wholesaler national sales meeting effectiveness

The demands on a wholesaler are great.

Both from the advisors they serve and the managers that employ them.

One of those demands is activity.

[Read more…]

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About Rob Shore

Over 30 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]

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