You touch a ton of advisors , COIs and fellow industry professionals.
You see them in every conceivable venue.
But do you create mutually profitable networking opportunities from those encounters?
11 Things Wholesalers Must Do To Ensure A Long And Successful Career
At a recent conference I met a long tenured wholesaler who spoke about a list he created that defined the 10 things wholesalers must do to insure a long a prosperous career.
Of course I asked him for the list.
That lead to the post A Lot More Than 10 Rules For Wholesalers.
And, after more than 25 years in wholesaling/distribution, I thought I’d create a list of my own.
The Happy Wholesaler
[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.
The Dangerous Downside of Digital: Are Wholesalers Misusing Technology?
The technical term is sales enablement tool.
And in the dark ages of wholesaling a cutting edge sales enablement tool was the mobile phone – the kind that had a base unit mounted in the trunk and a hand held receiver mounted on the floorboard of the passenger compartment.
With the advent of mobile, a road warrior could now scream down the freeway engaged in full conversation between advisor appointments. [Read more…]
Advisor Elephant Hunting: Use LinkedIn to Get References and Recommendations
One of the things we work on with our Wholesaler Masterminds Coaching clients is how to effectively work a list of prospects.
Well, not just any prospects – by prospects we mean Elephants.
Advisors so large that they will make your Career Year happen…fast.
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