14 Characteristics Of The Memorable Wholesaler (Part One)

Another suit, in another office, carrying another brief case.

Look in the mirror and tell only yourself if that describes you.

Or, instead of bobbling along in the Great Sea of Sameness, are you filled with the qualities that have advisors, COIs, and your own colleagues in your Firm imprinted with all the goodness that is you every time they come in contact with you?

Not sure how to up your MQ-Memorability Quotient®?

Here’s a list of characteristics 1-7 that will get you started:

Urgency – tomorrow and later are fine for some things, just not wholesaling.

True, you do have to prioritize and not everything can be urgent.

That said the “mañana” wholesaler simply can’t be destined for greatness.

Your high sense of urgency is going to get you remembered.

Enthusiasm – years ago I met Anita at the Ritz Carlton in Dallas.

She was turning down my room as I opened the hotel room door.

Her beaming smile and enthusiastic demeanor have stayed with me to this day – in fact she’s a vital part of my live talk.

Great wholesalers have a sincere and daily enthusiasm for the work that they do.

Rectitude – which means do the right thing.

Ever get in a tough decision making place where there are two clear paths to follow?

One path might be the easy or less painful path.

Yet your gut and heart tell you that the other path is the one to take.

Harder, perhaps.

But the right thing to do.

Adaptability – name a profession that has more change that wholesaling.

Every year, without fail, you can count on at least who things changing: your goal and your comp.

Not to mention product changes, management changes, territory changes, etc.

The great wholesaler knows how to adapt to the changes with a minimum of drama.

Are they blind to the changes or always happy about them?

No.

But they adapt better than most.

Professionalism – make no mistake – professionalism never goes out of style.

The great wholesaler has their professionalism on display at all times.

Never slamming the competition.

Highly adept at both written and verbal communication.

And they are emotionally intelligent as well.

Word of Honor – perhaps one of the clearest paths to Memorability is also the simplest.

But it’s just not easy.

Do what you say you will do.

When you say you will do it.

And not one or the other – but both sides of the equation.

In a frenetic world of broken commitments and promises, keeping your word really stands out.

Creativity – our world of financial services is, by its very nature, left brained.

We get paid to know the facts and know them well.

The great and memorable wholesaler also knows the facts – and has a way of presenting their ideas in a way that, because of its inspired creativity, is highly memorable.

Our business can be boring.

Your right brained creativity is welcomed.

Our coaching clients learn how to ramp up their MQ – Memorability Quotient®.

We have limited openings for private clients – inquire today.