Menu
  • Home
  • Archives
  • Testimonials
  • Podcast
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Wholesaler Masterminds

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

  • Blog
  • Coaching
  • Our Schedulers
  • About
  • Home
  • Coaching
  • Scheduling Service
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About
  • Contact

You are here: Home / General Wholesaling / 3 Things Wholesalers Do To Impress Home Office Visitors

3 Things Wholesalers Do To Impress Home Office Visitors

what do financial advisors want from wholesalers

Featured Posts

  • 51 Posts All New Externals Needs To Read
  • 12 Must Read Posts For Internals
  • 22 Practice Management Posts
  • 16 Business Planning Resources
  • 14 Useful Productivity and Efficiency Posts

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.

What about you?

You get the call that your boss, or any home office person, will be coming into your region – now what?

This could be someone from:

  • Product Management
  • Marketing
  • Portfolio Management
  • Underwriting
  • Executive Management (CEO, President, etc.)

Unfortunately some wholesalers are not understanding the weight of this visit.

Whether they realize it or not their reputation will either be enhanced by this visit or diminished – because the fact is that this visitor will talk about you when they get back to the home office.

There are three primary takeaways that you need to be sure they marvel at:

How hard you work: Your goal is simple.

You want the visitor astounded by the shear volume of your work.

Pick them up early.

Drop them off late.

Crush them in between.

But it’s not just the quantity that counts – it’s also the quality.

The breadth of knowledge: You should be known as the walking/talking encyclopedia of information about your product and your firm already.

With a visitor present it’s time to let that light of knowledge shine as brightly as possible.

Seek out meetings where you can dazzle folks with your brilliance.

The depth of your relationships: From the rookies to the ‘corner office’.

From the receptionist to the Big(gest) Kahuna – everyone is familiar with you, your product, your firm, and your value.

Introduce your guest to everyone in the food-chain.

When your guest leaves they’ll believe you could make a bonafide run for mayor!

Make it your primary goal to have that visitor shaking their head in awe of what you do – and telling everyone in the home office about it.

Did you know that the vast majority (over 65%) of our coaching clients are top decile performers.They’re already killing it – and want to know how to get better.

What about you?

Request info about coaching here.

Care to share?

  • Tweet

Want more wholesaler goodness? Sign up here to get our Sunday Night Email too. It’s received by over 10,000 wholesalers around the globe!

Related Posts

  • First Call Wholesaling aka The Snapple Factor
  • One Completely Ridiculous Reason Advisors Tune Wholesalers Out
  • 4 Valuable Insights Offered By Millionaire Wholesalers
  • 12 Ways Wholesalers Succeed at FPA Meetings
  • 10 More iPhone and iPad Apps For Wholesalers

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

LISTEN: Three Skills NEW Wholesalers Should Focus On

https://wholesalermasterminds.com/wp-content/uploads/2019/10/q8-three_things_new_wholesalers_should_focus_on.mp3

Free Email Updates

Food for thought delivered every Sunday night at 8:15 PM ET

Most Popular Posts

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

Subscribe to The NEW Wholesaler Masterminds Radio Show Podcast:

subscribe to our show at itunes

JOIN 11,000 WHOLESALERS: GET THE SUNDAY NIGHT EMAIL

Email from us, yes! Sell your info, hell no!

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]

Contact Us:
888-508-5010
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2023 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2023