Referrals can be the life’s blood of a practice.
They can also be the advisors achilles heel.
So how can your advisors not suffer death by referrals – and how can you build your PVP-Peerless Value Proposition® at the same time?
More How To Work A Room® – Susan RoAne
How often do you eagerly anticipate that next advisor event where it’s you and 30-50 of them?
Truth be told we know some of you thrive in this setting and others, well, have room for improvement.
Wholesaler Lessons From A Meltdown
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, what they learned from the Great Recession.
With the market having recovered all of the lost ground of the market meltdown, 88% of investment managers forecasting positive equity returns in 2011, and distribution teams opening up long sealed checkbooks, it seems that the good times for wholesalers are on the cusp of being back in vogue – in a big way.
But wait.
Tips For Coaching Your Internal: They Do It For You, Gold, And Glory
The more things change, they don’t!
We offer this from our I Carry The Bag® magazine archives.
10 Irrefutable Truths About Wholesaler Likeability
Go out to Google right now and search for “People do business with people that they like” and then stand back.
You’ll find 1.25 million results, and there is a broad range of opinions on both sides of the argument.
Here’s what we know to be true: we can’t name one wholesaler who is at the top of their game that got there by being unlikeable.
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