70% of an advisor’s new clients are in the middle of a major life change.
70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
Archives for February 2018
There’s Pain in Your “But”
Don’t excuses really tick you off?
They get us fairly bothered.
And the world today is filled with them.
For Divisional Managers (Part One): Create a More Effective Ride-Along
Have you seen our post Sushi, Sake, See Ya!?
It’s the true story of an almost great manager.
‘Almost’ great because he was terrific at praise and light on critique.
How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray
It happens all the time.
You see an advisor, COI or staff member out of their office element and you seize up, unable to recall their name.
One of life’s more awkward moments.
Should I Stay or Should I Go? An Internal Wholesaler’s Dilemma
We received a GREAT question today. While we certainly have thoughts on it, we turned to LinkedIn to get YOUR thoughts. The question is:
“As an internal, who’s worked for a top firm for the past four years, looking to be an external, would you leave to become an external at a smaller firm, in a major metro territory, or stick around at my current firm for another 12-18 months to for the chance to take over a non metro area?”
What would your advice be?