Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
We address the issue of territory rotations with all of our Wholesaler Masterminds coaching clients.
When asked about their rotations it’s not uncommon to hear the wholesaler say, “Yeah, I have them written down”.
Or the client says, “It’s in my business plan, but I don’t follow it.”
Sound at all familiar?
Are you gunning for a promotion?
Perhaps you are an internal who desperately wants to get to the outside.
Maybe you’re an external who wants to get into management.
How about a divisional that has their sights set on senior management.
The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
Most wholesalers say that they wish they could generate more business through referrals.
Yet most never ask.
Why is that?
While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.
The scope of our learning was broad.
Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager:
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]
