Based on the 900+ hours of coaching and live presentation work we have done with our wholesaler and management clients this past year, here’s a partial list of 42 ways to ensure that 2015 exceeds your expectations:
- Commit to writing a good business plan – and reviewing it quarterly
- Formulate rotations that are well informed by the data
- Stick to the rotations you built
- Learn to say no more effectively
- Create and market your PVP – Peerless Value Proposition®
- Write emails that get opened, read and acted upon
- Perfect the ‘come to Jesus’ conversation so you don’t get monetarily taken advantage of
- Understand how to be more likable
- Deepen the relationship you have with your internal wholesaler
- Find ways to outsource things that you shouldn’t be spending time on
- Stay current on your expenses
- Automate and be diligent with your call report notes
- Have a system to say thank you to the advisors that ‘brought you to the dance’
- Never neglect your COIs
- Expand your team judiciously
- Use technology frequently and creatively
- Make the best use of LinkedIn that you possibly can
- Use pre-meeting agendas
- Do your advisor intelligence before appointments
- Develop a systematized follow-up process
- Stop dwelling on daily sales, and focus on the right activity
- Don’t confuse activity with results
- Form strategic partnerships with other wholesaler in the region
- Aggressively defend your prime selling time
- Make forward scheduling a habit
- Improve the quality and productivity of your office days
- Admit when you need assistance
- Stop blindly assuming
- Develop better listening skills
- Become a well informed student of the business
- Define and implement repeatable processes for your practice
- Seek out improvements in your presentation skills
- Know what is, and isn’t, worth falling on your sword for
- Allow yourself the time for self evaluation
- Challenge convention
- Liberally exercise your creative brain
- Explore ways to make the job fun [again]
- Be home when you are home
- Get/keep your financial house in order
- Take time off to recharge
- Be a leader among your peers
- Know that old dogs can learn new tricks
If you are looking for assistance with your Career Year 2015 let us know – we have a few spots open for private coaching.
Defending the Honor of Wholesaling
What Financial Advisors Want From Wholesalers – Ross Marino
11 Topics You Need To Be Discussing With Your Internal Partner
Your Wholesaling Reality Check
Wholesaler Masterminds Radio: Deeper COI Relationships