100 top producers interviewed.
1,750 stories explored.
A ton of insights uncovered.
Archives for 2017
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:
If It Walks Like A Duck
You know the glamour of travel.
Especially when traveling by taxi in any metropolitan city.
There’s Everything Funny About Wholesaling with Karyn Buxman
How can you strengthen your advisor relationships?
And build trust?
And separate yourself from The Sea of Sameness?
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