You drove 300 miles this week.
You saw 24 advisors.
You made 43 outbound calls.
You sent 38 outbound emails.
You worked from 7:00 AM until 9:00 PM four out of five days this week.
BUT
Did you see the right advisors in that 300 mile journey – and were some of them seen out of habit (versus turning over new rocks)?
Was the quality of the meeting with the 24 advisors you saw consistently high, or did you simply pad the activity report?
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
Of the 43 calls you made, how many were to COIs?
How many were thank you calls?
How many were to ‘love up’ your advisors?
How many addressed your PVP-Peerless Value Proposition®?
Were the 38 outbound emails even opened? Read? Acted upon?
In the 60 hours you worked this week, how much of that work time was just plain busy and how much was truly effective?
Don’t hide behind busy.


What Financial Advisors Want From Wholesalers – Ross Marino
Wholesaler Ego: Be A Servant Not A Celebrity
The Tactical Wholesaler – A Better Sales Meeting Experience
Can Wholesalers Effectively Use Loyalty Programs? – Shep Hyken
There’s Pain in Your “But”