Maybe (maybe?) it’s been on your mind.
So let’s be clear.
External wholesaling is not going away.
However, the changes to the job description that were once subtle and slower-moving are now in your face and evolving with lightning speed.
As the landscape shifts beneath us and firms evaluate staffing models, how will you ensure your survival in 2021?
Getting dirty in the data: your ability to embrace (and make the best possible use of) your firm-provided data to successfully increase sales.
Playing well on teams: the collaboration of home office experts, internal sales professionals, and externals will take on enhanced importance.
Student of the business: knowing exactly how your product fits into the broader capital markets, macro-economic, financial planning picture, and knowing the best way to communicate it.
Adaptability: the wholesaler who resists change is on the fast track…to another career.
Creativity: particularly in a zoom/phone/email wholesaling world, your ability to present insights, concepts, and value in a manner that separates you from The Sea of Sameness matters.
Resiliency: yes, you’ve been tested mightily in 2020 – and it’s reasonable to assume those trials will continue in the year ahead.
Add these to our 75 Ways To Kill It In The Year Ahead, and you’ve got more than enough to contemplate as your year comes to a close and you consider your Career Year 2021.
Reminder: For additional 3rd party content to help you grow your practice and be of value to your advisors, visit our Wholesaler Masterminds® LinkedIn Group page.