There were 60 wholesalers.
They assembled for the firm’s obligatory National Sales Meeting.
The agenda was packed with all the usual items you’d expect: [Read more…]
What Makes A Bad Wholesaler?
In an Ignites article titled What Makes a Bad Wholesaler? Poor Listening Skills, the results of an advisor survey were published that asked:
“What do you believe is the biggest mistake that wholesalers make when pitching to or serving advisors?”
Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
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?
Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dislike?
Big question.
And recently one that has come up more than once with my coaching clients.
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