How Great Wholesalers Get The Appointment Without Leading With Product

A reader of this blog and student of the Wholesaler Email Clinic writes to us:

“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?

My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall.

I know once I get face time I will be fine, but it is getting access I have trouble with these days.”

Well if that doesn’t sum up the state of affairs for so many wholesalers then we don’t know what does!

And, even if you are fortunate enough to have a household name, appointments with advisors get tougher to schedule every year.

Our answer?

Construct consistent advisor outreach that leads with your PVP – Peerless Value Proposition®

Your PVP is that thing that you do that no one else can do – and if anyone else does it, they damn sure don’t do it as well as you.

It’s the unique attribute that allows you to establish yourself as a Legendary Wholesaler.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

Please consider a seamless, no fee donation using Zelle or PayPal.

Our Zelle address is: shorespeak@gmail.com or use the QR codes.

THANK YOU!

Rob Shore
Founder

ZELLE

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And the thing about it is you have a PVP – Peerless Value Proposition® lurking inside you – even if you think you don’t.

We’ve coached hundreds of wholesalers and have yet to fail in helping them uncover their PVP – Peerless Value Proposition®.

It could be your skills in front of public customers.

Or your ability to understand, leverage, and instruct advisors in their use of social media.

Or your uncanny ability to help them succeed with COIs so they intentionally grow their practice.

Then, once you know what your PVP is, you need the confidence to pull the marketing trigger.

With a solid email campaign being one core component.