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

Wholesaler Masterminds®

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

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


You are here: Home / General Wholesaling / 12 Ways Wholesalers Succeed at FPA Meetings

12 Ways Wholesalers Succeed at FPA Meetings

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

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:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

Fortunately we have an inside connection to help you maximize your time and money if you should choose to sponsor this group.

Peggy Mengel is the 2013 Director of Sponsorships for the San Diego chapter and she offers these “12 Ways for a Wholesaler to Succeed at FPA Meetings”.

•    Have something different at your booth/table to show uniqueness. Examples: Flowers, theme decorations (if it’s close to Valentines Day, bring candy hearts)…best to have the theme be non-financial services related.
•    Join a committee.  Local chapters are always looking for volunteers and you’ll get to know advisors (and the board) on a more personal level.
•    At the lunch table, come prepared with an interesting question to get the entire table talking with each other.  Something as simple as, “What did you get most from the last speaker?” or, “What’s the one thing you are going to do differently this year in your marketing?” People will remember you more for adding value to the table by involving everyone with good ideas.
•    Get to know the other wholesalers and their products and cross- refer advisors.
•    Get to know the board members and ask for their suggestions on which advisors to contact for your unique “target market”. They are usually very knowledgeable of the members.  Better yet, have them introduce you.
•    When you get a business card from an advisor, be sure to follow-up within two business days. Or at least have your internal wholesaler place a call to schedule a phone appointment for you or to advise of the status of the deliverable promised (brochure, hypothetical, etc.)
•    Whether you have 5 minutes or 55 minutes to give a presentation, be sure it is a value-add sales idea, not a product advertisement.  The advisors know your company or can certainly find out by coming to your booth or going online.
•    While on the topic of presentations, engage the audience!  Ask a question, get them to talk, use an advisor as a testimonial for your product….be creative.  And yes, you can do that in 5 minutes.
•    If the local chapter does not have an annual meeting with all the sponsors, suggest that they do so before one of the meetings. You can always get lots of new ideas on how best to succeed at the local chapter when there is more than one wholesaler in the room!
•    Sit in on new member orientation sessions.  You will be able to introduce yourself and be a friendly face to an advisor who is just joining the chapter.
•    Be more curious about advisors than they are about you.  Always have a few questions to start the conversation. Ask, “how can I help you?”
•    Smile and show your enthusiasm for what you do. People buy good feelings first; advisors are no exception.

While these insights are specially designed for an FPA meeting, many of the ideas are transferable to your next interaction at any advisor gathering/event.

When not serving the FPA, Peggy is Vice President/Business Development at DNA Behavior International. Prior to joining DNA Behavior, Peggy spent over 25 years in our business and has carried the bag!

Now there are TWO books for wholesalers. Check out Brotherhood of the Bag.

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

  • A View From The Wholesaler’s Passenger Seat – Dr. Bob Froehlich
  • wholesalers lessons for advisors4 Things That Advisors Need From Wholesalers In Today’s Market
  • Are You Listening To A Consensus Of One?
  • Advanced Wholesaler Technique: The 8 Benefits of Forward Scheduling
  • Advisor’s Viewpoint: How to Successfully Manage Wholesaler Relationships

Dawn was stressed. Very, very stressed…

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