Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Do you find yourself following in the footsteps of every other wholesaler in your region?
If you have a territory, for example, that encompasses Los Angeles, do you find yourself focusing on Downtown L.A. the Westside and the South Bay because that’s where the money allegedly is?
Do you spend all your time in the recognized money centers and related suburbs of Dallas, Chicago, Seattle, New York, Atlanta?
All faults may be forgiven of him who has perfect candor.
Walt Whitman
Have you ever been asked to give your feedback to a coworker, employee, or significant other?
If your like most people the art of feedback feels more like a chore. As humans we want to be nice. We don’t want to hurt another persons feelings.
By nature we are looking for the bright spot.
So when asked for input most of us will give the softball reply. [Read more…]
In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”
According to the site:
Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.
While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.
A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]
Guilty as charged – and that’s all I have to say.
Work consumes who I am.
It defines my existence.
And I am not proud of this fact.
And I’m damn sure not alone, especially in our business.
Why Should You Listen to the Recording?
If you:
then this call has suggestions designed for you!
