What makes you valuable to the advisors that you serve?
If you better understood what made you valuable – how the world sees you – wouldn’t you be able to make a more brilliant impression on both prospects and clients?
Archives for 2014
5 Myths Dispelled: Profitably Working with a Scheduler
Why do some wholesalers seem to have great success working with their scheduler and others don’t?
How is it that you swear by your scheduler – and your colleague swears about theirs?
4 Things Wholesalers Shouldn’t Ass-ume
There seems to be a recurring theme in our coaching practice.
Wholesalers that are assuming.
Such as –
A Wholesaler’s Off Season – Walter Bond
Wholesaling in the Shark Tank
A recent Wall Street Journal article offered 10 tips for making a winning pitch on “Shark Tank” – complete with quotes from the sharks.
We thought there was plenty of application for you, so we’ve adapted the story for great wholesalers.
After all, some advisor offices are not too much different from the Shark Tank.
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