What if your T&E was not the path to building better relationships with the advisors that you serve?
How can you better decide when to cut bait, or keep fishing?
Are you simply trying to up-sell or can you have more impact being able to up-serve?
A Wholesaler’s Worst Kept Dirty Little Secret
It might be the worst kept dirty little secret of wholesaling.
Yes, you’re supposed to do 4 to 6 appointments a day, 4 or 5 days a week.
But not all of those appointments are with your very best prospects or clients, as filling up the calendar every single week with those folks is flat out hard to do.
Wholesalers and High Concepts
Quick.
Describe the essence of what you do for advisors in a short sentence.
Make it both brief and provocative.
Becoming Reliably and Consistently More Memorable with Jeff Bloomfield
The Sea of Sameness.
Your job (and ours) is to stay the hell out of it.
But how can you reliably and consistently increase your MQ-Memorability Quotient®?
Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.
The results of the survey were surprising – sort of.
In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:
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