The question came at the end of a fantastic wholesaler training session in Charleston, SC.
It was asked by the divisional manager on behalf of the attendees in the room.
“What one quality is universal among the most successful wholesalers that you coach?”
As I stood at the front of the room, I thought for only a moment and then offered these thoughts.
The most successful wholesalers I coach are:
Curious: the best clients always want to know more – and are always questioning best practices.
Discontented: in this case meaning they are not complacent – they are always sharpening the saw.
Doers: they act. They don’t say that they will act and don’t…they commit to a task or a challenge and they act.
How curious are you? [Wholesaler Success Formula]
Are you developing ‘complacency creep’? [Fat and Happy Wholesaling]
Do you do, or simply say you’ll do? [see #28 and #29 here]
Have an upcoming sales meeting and need great wholesaler educational/skill building content? More information on our services is found here.
A Wholesaler’s Best Practices Gap
The Effect of the Aging US and Canadian Advisor Population: 2017 State of Wholesaling Survey Results – Part 2
Your Can’t Lose Wholesaler Success Formula
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value
Video: Better Presence in Your Absence – How to Use Snail Mail More Effectively
