Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”
Because the bar for great service continues to rise.
And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.
You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.
If you’re like me, part of the thought process is:
Your favorite airline has one.
Your favorite hotel has one.
In fact, it’s hard to find a business or industry that isn’t trying to make a repeat customer out of you.
So, do you have one for your practice?
One of the things we work on with our Wholesaler Masterminds Coaching clients is how to effectively work a list of prospects.
Well, not just any prospects – by prospects we mean Elephants.
Advisors so large that they will make your Career Year happen…fast.
Wholesalers, are you looking for the path that is most convenient?
Or are you looking for the magic short cut?
Well, stop.
Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.
[Editor note: While written for the start of the 2013 campaign, this post has ‘all weather’ content]
Fiscal cliff.
No fiscal cliff
Another calamity du jour.
And you know Yogi Berra once said, “It’s deja vu all over again”.
2013 promises to be another in a series of challenging years for even the best wholesalers.
Yet market uncertainty simply reinforces the need for great wholesalers to be at the top of their game.
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]
