10 Daily Keys To Wholesaler Success

Process and branding – the two things that we here at Wholesaler Masterminds know make a ton of difference between the master class wholesaler and the wholesaler who is bobbing along in the Great Sea of Sameness.

But what about the things that you everyday that, over time, will lead to greatness?

Here’s our thoughts, we invite you to add more in the comments section below.

1. Eat your Wheaties

Coffee and/or a Red Bull does not a great morning meal make.

Like your car, you need fuel in the tank to make it through the morning – and there are no extra wholesaler points earned for skipping breakfast, even if it’s a simple banana.

Worse still is the wholesaler that believes that not eating all day, generally because they are “too busy”, is productive.

2. Consume more info

Get your daily dose of ‘student of the business‘ education.

One of the best tools we know of for this is Feedly.

3. Give good phone

Commit to making at least 10 calls per day. These include:

Thank you calls
COI contacts
New producer recognition/outreach
Fallen Angel re-connection

Also read: 5 Calls Wholesalers Need To Start Making

4. Stay out of your internal’s way

Confine your calls to your Internal to first thing in AM and last thing in the PM.

Constant calls to review the last appointment, or bitch about your day are not productive.

Yes, there are times when you need connect immediately – but chances are it can wait.

Also read: 14 Guaranteed Ways to Achieve Success With Your Internal Wholesaler

5. Maintain activity

Make five (5) appointments per day your hurdle of success.

At a minimum.

That’s five prescheduled, sit down appointments that have a real beginning, middle and end.

Also read: Advisor Drop-ins: Smart Tactic or Dumb Move?

6. Stay regimented

Enter your T&E at the end of the day.

How much stress does the overhang of undone expense reports cause you?

7. Stay regimented – part II

Enter your call notes (CRM) at the end of the day.

How much stress does the overhang of undone CRM input cause you?

Also read: 7 Ideas For More Productive Wholesaler Office Days

8. Seek out balance

Take 15 minutes to clear your head BEFORE you get home to your loved ones.

Find a place to stop, clear out the last few emails.

Listen to the last few voicemails.

And work to shift your brain to family and friend time.

9. Get rest

Sleep your minimum required sleep.

For some it’s 8 hours, for others it’s more or less – just make sure you are not short changing the vital battery recharge that is required.

10. Don’t over indulge

Filet and cabernet are a fine combination – on occasion.

But the combination of frequent cocktails, heavy meals and (heaven forbid) delicious desserts will drive you, sometimes and sadly literally, into the ground.

Also listen to: 5 Ways Wholesalers Can Reduce Stress with Life Coach Mary Allen

Becoming a great wholesaler results from a confluence of behaviors and activities that are carried out consistently over time.

At Wholesaler Masterminds we work on process, branding and all of the minutia that creates a master class wholesaler – get deals here.