In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.
Archives for 2016
Reflect and recharge.
Two reasons why we love this time of year.
Looking back at your just about complete 2016, was it your Career Year?
Think about the last five trinket/gift items you gave advisors.
The faux high-end pen?
A Starbucks coffee card?
Or the always popular Omaha Steaks?
You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.
Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.
A ‘no’ is not a failure. It’s information.
The ability to think on your feet is no excuse for being unprepared.
Small salespeople ask weak questions.