Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
How many times this past month did you entertain an advisor or COI?
How many times was that engagement truly memorable?
For too many wholesalers, entertaining via dinners, sporting events, etc. is so much second nature that it has become an afterthought – which is why there is so much to learn from this weeks’ guest.
How does a wholesaler best use their understanding of generational nuances and differences to more effectively succeed with a broader array of financial advisors?
Great wholesalers are expert at consuming the mass volumes of information that are required in our jobs.
They have the ability to stay current on news and information, ranging from The Wall Street Journal to niche blogs, that give them the ammunition that they need to inform and impress the advisors that they serve.
When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”.
And the truth is I always preferred to do the planning myself.
Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – even if it’s booking a personal vacation – a more pleasant and affordable experience.
