Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
[Ed. Note: part of our continuing series of “Short Take” posts that we hope provide food for thought and reflection. They are borne out of the discussions we have everyday with our coaching clients.]
Clients often lament their lack of work life balance.
As a manager, what do you hope to experience when you ride with a wholesaler?
Better question: does your wholesaler know what you hope to experience?
It started with our Sunday Night Email.
And the concepts of extrinsic and intrinsic motivation.
While writing What’s Your Motivation?, we knew we needed a survey to learn more about what makes wholesalers, circa 2019, tick.
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.
