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During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.
Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.
[Ed. Note: part of our 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.]
Your goal for the year is set.
You have in your business plan to scale up production in Q2, Q3 and Q4.
Note: While written in 2011, the advice still holds true today!
Guilty as charged.
Even though I am the first one to advise my clients and you to avoid the theater that is CNBC, today I had to watch the last 1/2 hour before the close.
During that time CNBC decided to go ‘commerical free’ so they could ‘cover the correction’.
Really?
Maria Bartiromo and Bill Griffeth were seen standing on the floor of the NYSE calling the last 30 minutes of trading like sports reporters at a big game.
Chances are your next divisional or national meeting is just around the corner.
And most wholesalers simply pack the bag, get on the plane and go.
Years ago there was a running joke that I had with a friend in our business.
As we would sit and catch up, both excited to share the events of the day/week, one of us would finish speaking and then look at the other and say, “But enough about me, let’s talk about me!”
And sometimes wholesalers, in fact all sales professionals, are guilty of a misguided focus.
