In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
Here are the 33 Technology Ideas we discussed:
Pre-Meeting:
Rotation Mapping with 3D Map in Excel and or/or BatchGeo
Wholesaler Masterminds Rotation Builder
Advisor Recon- Boolean Search or Sam Richter Sales Intel Search Engine
Email Agenda – Email Template app and Outlook Send Later
Securing The Appointment:
Schedule Once or Acuity Scheduling (what we use at Wholesaler Masterminds®)
Pre-appt reminder 3-5 business days in advance
In Appointment Success:
Revolving iPad Case
Apple TV or Chromecast
Using AirDrop
Zoom or Loom or Webex or Join.me – (listen to The What, Why and How of Virtual Meetings with Marquesa Pettway)
Post Appointment Follow-up:
Follow-up Task Worksheet
Scan Biz Cards and Evernote syncs with LinkedIn
MyPostCard or TouchNote or Postagram – send image as postcard
LinkedIn Voice Message
Organization + Time Management:
Convert emails into events for time blocking
Color code emails
Set up rules for incoming mail
Apps Lightening Round:
Good Reader PDF app
Spark email reader
Snapseed for images
Key Ring for membership cards
Scannable for PDF from documents
Brave web browser for secure searching without trackers
VPN Unlimted for secure browsing when using a remote network
Flighty for flight and airport info
About Austin Young: Austin is currently serving as CEO of Better Homes and Garden Young & Company Real Estate in Greenville/Spartanburg, SC. He took on this role earlier this year partnering alongside his brother, TJ Young, to innovate the real estate industry by taking and applying the same technological and operational skills to Real Estate that has brought him success within the wholesaling industry.
Prior to this role, he was a Business Development Director for John Hancock RPS, where he covered three sales teams across NC and VA. He was one of the youngest wholesalers to make it out to the field, known in his territory as the “Advisor Technologist” and led the 2019 year in sales production for his role.
Before that, he worked as an Internal Sales Consultant for John Hancock covering the AZ/NM territory in which his team was #2 in sales two years in a row while setting a record for the most plans sold in a year in the history of John Hancock. While in this role, he pioneered the process of Electronically signing new business paperwork and was recognized with the Crest Award, which represented the top performer in their first 18 months.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
The Wisdom of Our Elders is Not Always Right with Nadine Keller
Proven Ways Wholesalers Increase Their Likeability Factor with Cam Marston
Lessons From Leaders #10: Interview with Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution
The Evolution of Wholesaling: The Rise of the Consultant Seller with Mark Magnacca
Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans
