The signs are right in front of us.
And they have been for a very long time.
So why is it that so many don’t seem to understand what those signs say?
How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:
Should Wholesalers Stop Making Thank You Calls?
This is a question we received from a Wholesaler Masterminds Coaching client recently. To which we wondered:
Why would an advisor suggest that your thank you calls are not welcome?
Could it be that the thank you call that you’re making is more injurious to your practice than helpful?
Is there a better style of call that you can make, besides the tried and true thank you call?
What Do You Want From A Wholesaler?
So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).
Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).
Don’t shoot the messenger! 🙂
These were seen at https://www.reddit.com/r/CFP
On My Mind: Part Three – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?
[Part One of What Does The Path To “Normal” Wholesaling Look Like After Covid-19? can be found here]
[Part Two of What Does The Path To “Normal” Wholesaling Look Like After Covid-19? can be found here]
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