Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.
And wine covers all three, wouldn’t you agree?
So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.
The problem is too many wholesalers are not quite sure where to start.
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.
In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.
As I looked through the various business cards collected I saw all versions of alternate terminology.
And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.
My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).
Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.
Sound at all familiar?
If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA after attending the Morningstar Conference (more on that next week) I am giving you fair warning: this post is headed a bit off of the normal Wholesaler Masterminds Blog content reservation.
As a red blooded American with access to a Red Carpet Club (read: free cocktails) I felt it was my duty to spend part of my 8 hours at O’Hare at the bar.
In doing so I witnessed an interesting phenomenon in human behavior.
