Not that it was ever easy.
But getting though the noise today is harder than ever.
Here’s what you need to do:
After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.
Please consider a seamless, no fee donation using Zelle or PayPal.
Our Zelle address is: shorespeak@gmail.com or use the QR codes.
THANK YOU!
Rob Shore
Founder
1. Lead with Empathy
2. Give whatever you have that doesn’t revolve around product FIRST (client facing ideas, guidance, insights)
3. Pivot to product/economy/markets if, and only if, you hear receptivity.
And, most critical of all: LISTEN!
Read: How Wholesalers Can Develop More Effective Listening Skills
The Typical Wholesaler vs The Great Wholesaler – An Infographic
One Great Idea Brought About By Covid-19
5 Ways Wholesalers Endear Themselves to Advisors For Life
A Wholesaler’s Second Chance
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value