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RESULTS: One Question Survey – Wholesaler Thank You Calls

After hearing a most curious comment from a coaching client about thank you calls, we needed a reality check.

So, we turned to you and your wholesaling peers.

And 224 responded in the past week:

[Read more…]

Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

[Read more…]

One Question Survey: Wholesaler Thank You Calls

From time to time we get asked about thank you calls.

Plus, we had a most interesting discussion with a wholesaler regarding how they should (or should not) make thank you calls, and to whom.

So, we ask you to answer this ONE QUESTION (we’ll publish the results here in a couple of weeks):
[Read more…]

One Simple (But Not Easy) Way Wholesalers Increase Their MQ-Memorability Quotient®

The bar is really set quite low.

These days even basic business protocols can earn you huge points.

How will you increase your MQ-Memorability Quotient®?

[Read more…]

A Very Good Question

The question came at the end of a fantastic wholesaler training session in Charleston, SC.

It was asked by the divisional manager on behalf of the attendees in the room.

“What one quality is universal among the most successful wholesalers that you coach?”

[Read more…]

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