Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
It’s both good news and bad news.
Good news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Bad news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Recently, a coaching client was navigating this transition in their territory.
He asked his soon-to-be-departed partner for their best pearls of wisdom that he could pass along to his new internal partner.
These 16 insights are presented as written, with only light editing for clarity.
[Read more…]
Good wholesalers complete their annual plans.
[see our Wholesaler Masterminds Business Plan Template here]
Great wholesalers are increasing their MQ-Memorability Quotient® by do annual planning with their most valued advisors.
Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. These are personal rituals that help them stay grounded and establish a sense of order in a stressful and hectic work life.
Often these rituals set the tone for the day and launch Millionaire Wholesalers into maximum productivity.
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
