You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.
Rest assured, you are not alone.
Archives for July 2012
Great Wholesalers Do It Well And Make It Fun – Ron Culberson
We work in a serious business.
And we don’t have to be so serious.
That’s one of the important messages we got from Ron Culberson
11 Ways Wholesalers Are Deluding Themselves
A post at Business Insider titled 21 Ways You Are Deluding Yourself gave us pause for thought.
Excerpted from the book You Are Not So Smart in which the author gives:
The Internal Who Used To Work For Ronco
If you are a reader of the Sunday Night Email (and if you’re not sign up in the sidebar) you know that we recently wrote:
Only 22 pitchers have tossed perfect games in Major League Baseball history.
What about your internal wholesaler’s pitch?
3 Things Wholesalers Do To Impress Home Office Visitors
Recently a coaching client informed me that he had his boss coming for a ride-along.
My first question was, “How many appointments do you have?”
His answer was not pretty.
Wholesaler Do More Business When They Lead From The Heart – Mark Crowley
Is bringing the heart into the conversation too soft a concept for the hard nosed financial services community?
Is the heart more than a pump to deliver blood to the rest of the body?
