Archives for March 2014

The Work Wholesalers Do Is Significant – Joe Jordan

Have you stopped to think for a moment about the lives you touch with the products that you represent?

Or, like so many, are you just running too fast to even notice?

Somewhere along the path we need to take a moment and see the good that we do.

How tenacious are you?

We get asked quite a bit about the number of times to call on an advisor prospect.

Here is the final installment of our two part post [read the first installment]:

Another suit, in another office, carrying another brief case.

Look in the mirror, be completely honest and tell only yourself if that describes you.

Periodically you need to air out the brain.

And to take inventory of your practice.

To re-calibrate and then press forward with your Career Year

Have you ever conducted a SWOT analysis on your region?

“COIs only want what’s in my checkbook”, said the wholesaler.

Maybe that’s because they don’t see any other value in you.

Centers of Influence come in all shapes and sizes.

Regardless of your channel or your product great wholesalers know that these folks can make the difference between good years and Career Years.

Here’s a list of things to do to make COIs love you:
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