Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
Great wholesalers understand the power of building, growing and nurturing a network.
And our guest is an expert on all three.
You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.
If you’re like me, part of the thought process is:
In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
Product knowledge? Check.
Ready to add value? Check.
Effectively communicate your message? Many of us need improvement.
