First Call Wholesaling aka The Snapple Factor

They call it the Snapple Factor.

The credit union executive spoke about a service concept called PlusOne.

And the flagship story that exemplifies it.

It seems that a member called into a credit union call center for some advice.

Was she calling about her CD choices?

No.

Did she need guidance about whether she could refi her mortgage loan?

No.

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.

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ZELLE

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She was calling to get help about what size Snapple would give her the best value for her money.

Apparently she was at the grocery store and wanted to make the right, savy buying decision.

The call center rep unflinchingly gave her the best answer they possibly could and the member continued shopping – knowing that her credit union had come to her aid…again.

First Call Wholesalers are like that.

They instill such a great sense of trust and confidence in the advisor that the advisor feels completely comfortable using the wholesaler for the broadest range of information, as a sounding board, or even as a confidant.

Are you a First Call Wholesaler?

Originally published in May 2012 via The Sunday Night Email. Sign up today!