Calls need to be returned.
Appointments need to be scheduled.
Follow-up contacts need to be made.
Archives for October 2017
The Secrets of Million Dollar Sellers with Steven Harvill
Pick Up The Damn Phone! with Paul Neuberger
Study after study tells us that:
– Advisors would rather schedule wholesaler appointments via email versus phone
– Millennials hate speaking on the phone and would rather text
– Cold calling has gone the way of diesel powered cars
In fact many wholesalers, though they may not admit it out loud, are downright afraid of the phone.
Wholesaler Follow-up Process: Part Art and Part Science with Chris Dungworth
In our recent 2017 State of Wholesaling Survey we asked:
What areas of improvement would benefit you most over the next three years?
The wholesalers surveyed said:
