Wholesalers hate change, after all we’re only human.
But change, and a bunch of it, continues to head our way.
How will you adapt to the change that’s coming?
Run Your Territory Like A Business, Not A Clubhouse
Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
Next rotation = lather, rinse, repeat.
I Quit! (And You Should Too)
49 Great Discovery Questions To Ask Advisors Over The Age Of 55
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 55 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
The Comfortable Wholesaler
[Ed. Note: The first in a continuing series of ‘Short Take” posts that we hope provide food for thought and reflection. They are borne out of the discussions we have everyday with our clients.]
Old couches:
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