This market is making advisors edgy.
So, you’re armed with the latest commentary from your firm.
You have defensible positions/responses for many/most of their concerns.
Yet the truth is what you say often matters less than what you don’t say – especially when the markets get rocky.
Advisors need an ear – and you need to listen.
Advisors want to vent and you need to bring your best form of empathy to the conversation.
After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.
Please consider a seamless, no fee donation using Zelle or PayPal.
Our Zelle address is: shorespeak@gmail.com or use the QR codes.
THANK YOU!
Rob Shore
Founder
Yes, all of our prior suggestions about what to do in markets like these still applies [CNBC Says The Sky Is Falling, Again – What Are 7 Things A Wholesaler Should Do?].
And great wholesalers know that their ability to listen, relate and connect with their advisors during tumultuous times benefits them by creating future, super solid, relationship glue.
Related reads:
– The Emotionally Incompetent Wholesaler
– 6 Things You Might Be Doing To Piss Off Advisors
– How Can Wholesalers Profit From Advisor Uncertainty?
– Better Wholesaler Listening Skills
At Wholesaler Masterminds® Coaching our client conversations focus on both the hard skills and soft skills necessary for success – reach out to us to learn more.


12 Ways Wholesalers Succeed at FPA Meetings
Create Bigger Producers Through Bigger Relationships – Jim Cathcart
Should Wholesalers Stop Making Thank You Calls?
Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson
3 Ways Wholesalers Can Influence Advisors – Steven Gaffney