Menu
  • Home
  • Testimonials
  • LinkedIn
  • YouTube

Wholesaler Masterminds®

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

  • Blog
  • Blog Archive
  • Podcast
  • About
  • Home
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About

You are here: Home / General Wholesaling / For Divisional Managers: Part Two – Create a More Effective Ride-Along

For Divisional Managers: Part Two – Create a More Effective Ride-Along

Featured Posts

  • 107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors
  • 105 Great Questions Wholesalers Should Ask Advisors
  • 51 Posts All New Externals Needs To Read
  • 12 Must Read Posts For Internals

As a manager, what do you hope to experience when you ride with a wholesaler?

Better question: does your wholesaler know what you hope to experience?

Have you read Part One of this series?

Wholesalers often stress about the upcoming ride-along that the boss has scheduled.

So much so that we have addressed this in a prior post: 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit

Managers often view the ride-along visit as simply a box that needs to be checked in their long list of things to do.

We know that from first hand experience: Sushi, Sake, See Ya! – A Lesson For Sales Leaders.

But what if there was a clearer picture of what you, as the leader, wanted?

Rather than leaving the events that the wholesaler schedules during your visit to pure chance, we recommend that divisional managers make their wishes known.

Doing so will allow you to evaluate the effectiveness of your wholesaler in a host of different settings, with different constituencies.

Prior to the visit, send the following to your wholesaler via email:

Gayle,

Looking forward to riding with you the week of __________.

During my visit, I’d like to see you in action in at least three (3) of the following settings:

– One on one meeting with existing seller
– One on one meeting with new prospect
– One on one meeting with COI
– Small group presentation
– Large group presentation
– Meeting with VIP/corner office producer (prospect or existing client)
– Entertaining (lunch, dinner, sporting event, etc.)

Please make sure that we have dedicated time at the end of each day (or the following AM before appointments) to debrief and discuss my feedback.

I look forward to seeing you in action!

Rob

When you do debrief with your wholesaler, be specific and organized.

Use our Wholesaler Masterminds® Ride-Along Evaluation Form. It’s free for you to use!

Related Posts

  • essential wholesaler travel sites16 Essential Wholesaler Travel Website Resources
  • When Is Your Wholesaling Day Done?
  • Use Feedly To Manage The Covid-19 Information Tsunami
  • Survey Findings: What Do Advisors Look For In Wholesalers?
  • 5 Timeless Speaking Tips

Search Over 1,000 Posts!

Most Popular Posts

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

© 2025 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2025