Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 60 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
Understanding the nuances of a financial advisor’s practice is critical.
Great wholesalers probe beyond the surface, asking thought-provoking questions to uncover the depth and breadth of an advisor’s business model, investment philosophy, client relationship strategies, and so much more.
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?
How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?
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]
