What separates you from the sea of wholesaling sameness?
Product knowledge?
It is important – and it’s table stakes.
The Only Three Things A Wholesaler Has To Offer
A divisional manager coaching client was telling me about an activity he was doing with COIs.
I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results.
And the rationale holds true for wholesalers as well.
Converting Simple Connections to Meaningful Relationships on LinkedIn with Kim Peterson Stone
“Can you evaluate my LinkedIn profile?”
It’s a question we get from time to to time here at Wholesaler Masterminds®.
And consistently there is one glaring area of improvement that we discover.
FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities
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…]
The Results: Compensation Expectations
According to our Wholesaler Masterminds® Wholesaler Opinion Poll, there is no significant consensus regarding compensation expectations for the year ahead.
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