We are emphatic in our belief that wholesalers need to take an office day in order stay organized – and on top of their game.
And we respectfully disagree with sales managers who outright prohibit wholesalers from taking them.
One issue may be the lack of organization that some wholesalers experience when their cheeks hit the office chair.
To help you with that read: 7 Ideas For More Productive Wholesaler Office Days.
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
Share your opinion in our latest open survey: How many times per month do you do after hours or weekend events with advisors?
On to the results….
See all the results of our 2014 Wholesaler Opinion Poll as they are released.
Wholesaler Do More Business When They Lead From The Heart – Mark Crowley
8 Ways Wholesalers Succeed With COIs
Good Question, Glad You Asked #1: How Has Wholesaling Changed Over The Years?
Millionaire Wholesalers Know The Importance of Routines and Rituals
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value