Reaching an advisor for a live phone conversation today is daunting.
In many (most?) cases you’ll be leaving a voicemail message.
The question is, how do you make the most of the message that you leave?
Archives for July 2017
Wholesalers and High Concepts
Quick.
Describe the essence of what you do for advisors in a short sentence.
Make it both brief and provocative.
Sales Trap: Chasing One Hit Wonders
As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.
The more a prospect offered resistance, the harder I sold.
It. Just. Is. – Your Futile Search for the Cure to Your To Do List
100+ years.
That’s the collective years of wholesaling wisdom represented at a recent, very small reunion of super successful current and former wholesalers.
Just a Wholesaler?
Three hours that go by in the blink of an eye.
That was the sensation I had when I sat down for a discussion with Alan.
