Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Investment News holds a teleconference about a topic and offers CE credit for those in attendance.
Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.
You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.
What do Investment News and Financial Planning know that you should too? [Read more…]
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are driving long distances from Point A to Point B, enduring unending air travel delays, or are holed up in the local Hilton.
And, not at all unique to the profession, during that alone time they have time to think.
Sometimes as they think they become increasingly dissatisfied.
And like listening to a dripping faucet in a rundown Radisson they get obsessed by the noise of their thoughts.
So what is it that wholesalers are dissatisfied about? [Read more…]
Updated October 2013: This year’s updates are in green.
Updated July 2012: This year’s updates are presented in burgundy
Updated July 2011: This year’s updates are presented in blue.
Update June 2010: It’s been 90 days a full year since the first Wholesaler Masterminds groups kicked off and the ideas shared on those calls have really been terrific.
The collective wisdom of these groups, freely sharing ideas, is more than most wholesalers get in 10 years of national sales conferences, divisional meetings and Friday conference calls.
“We’re adding a little something to this month’s sales contest. As you all know, first prize is a Cadillac Eldorado.
Second prize is a set of steak knives.
Third prize is you’re fired.”
For anyone who has seen Glengarry Glen Ross, the classic 1992 film starring a host of acting greats, then you know that this quote comes from the amazing seven minute speech by Blake (Alec Baldwin) as he addresses his underperforming sales team.
How well do you use voicemail?
A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.
Maybe it has something (everything?) to do with the economy improving. [Read more…]
