Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Big game hunting.
In our world it’s the ‘corner office’ advisor, the object of every wholesaler’s affection.
And if you are able to successfully bag a partnership with this most elusive producer you can change the trajectory of your practice.
The question is: how do you do it?
We’ve long been advocates of having beginning of the year formal, sit down, business planning meetings with our top 25 (30, 50) advisors to outline expectations for us and to get business commitments from them.
But what happens to the conscious, pragmatic follow up process to make sure that everyone is on track with their stated intentions?
Show up and throw up.
The product puke.
Call it what you will, it is one of the worst behaviors a wholesaler can exhibit – just ask an advisor.
Nobody cares how much you know, until they know how much you care. ~Theodore Roosevelt
Isn’t that the truth – especially as it relates to the financial advisors that you serve?
Do you need to be a better ‘student of the business’?
Feeling less than stellar about your ability to leverage technology in your wholesaling practice?
