Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders
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.
Mike Sciortino is founder and CEO of Gratitude Marketing™, a firm dedicated to sharing the most time-tested, proven and cost effective marketing strategies to help you grow your business through nurturing meaningful long term relationships. Mike just released the best-seller, “Gratitude Marketing™: How you can create clients for life by using 33 simple secrets from successful financial advisors” .
On a Wholesaler Masterminds call today the group and I were discussing the best ways to build a successful relationship with, and leverage the talents of, your immediate manager.
One participant suggested that in order to communicate most effectively with the manager a wholesaler should understand, and implement, the manager’s preferred style of communication.
Over the past three days Ignites has been running the results of a wholesaler survey they did.
Ignites survey on the top issues that external wholesalers face in their profession. Precisely 152 wholesalers, representing more than 50 fund families with $3 trillion-plus in open-end mutual fund assets, took part in the research.
While there were a number of interesting findings one jumped off the page at me:
