Gumby, Pokey and the Wholesaling Sea of Sameness

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.

The Challenge

How does an annuity wholesaler with a new product launch get ‘air time’ with both high value Fallen Angels and coveted prospects?

The Promotion

Tapping into his lesser used creative brain, together we crafted a snail mail promo. In order to highlight the extraordinary flexibility of the new product we chose to use Gumby and Pokey.

The Results

The wholesaler mailed 50 packages.

In a week he has already scheduled 10 appointments.

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

ZELLE

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PLUS business written immediately:

PLUS engaging images from advisors:

PLUS voice messages from advisors:

The Question

What are you doing, or planning to do, that will engage your clients and prospects in a way that lifts you and your wholesaling efforts out of The Sea of Sameness?