Welcome to the Wholesaler Beauty Pageant

You’ve been invited to speak at a sales meeting.

According to the sales manager there should be 30 advisors in attendance.

In exchange for your “support” (read: $200) you will have a solid fifteen minutes to pitch whatever you want.

Oh, and the manager tells you that you will be one of six (6) wholesalers on the agenda.

Welcome to the Wholesaler Beauty Pageant.

No pressure, but how do you intend to stand out in this Sea of Wholesaling Sameness?

The good news for you is that it’s guaranteed that one or more of the other five wholesalers will:

Open with a line similar to ‘thanks for having me to the meeting’ or worse ‘I’m the only thing between you and __________ (drinks, golf, dinner, going home)’
Not have prepared or practiced what they are about to spew forth
Offer a long, tired, old sales idea
Pitch a random product that has the highest Morningstar ranking, while stressing performance against the index, benchmark, competitors, etc.
Look like they shopped for their business wardrobe at Target and had not had their shoes shined in, well, ever

So what will you do?

You should:

Deliver insightful comments about the state of the economy, your firm’s outlook, and how advisors should be positioned with their clients
Offer a solid business building/practice management idea that you have gleaned from your extensive travels and discussions with brokers ‘just like them’
Help them expand their business/knowledge through your PVP -Peerless Value Proposition
Formulate a presentation that has:
- greater intensity
- humor
- insight
- compelling stories
- captivating visuals; that will actually stick with the advisor two minutes after you’re off the stage
Make bold statement
Challenge a traditional assumption
Create some controversy