What makes you valuable to the advisors that you serve?
If you better understood what made you valuable – how the world sees you – wouldn’t you be able to make a more brilliant impression on both prospects and clients?
The Only Three Things A Wholesaler Has To Offer
A divisional manager coaching client was telling me about an activity he was doing with COIs.
I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results.
And the rationale holds true for wholesalers as well.
Are You A Prehistoric Wholesaler?
A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future.
And, the implications for wholesalers that are rooted in days gone by.
We dusted off this piece which was originally written in 2009:
Advisor Drop-ins: Smart Tactic or Dumb Move?
As a wholesaler, you know your most precious commodity is time.
How you manage that time during the day will determine how many dollars you raise, where you stand in the sales rankings at the end of any given month, and ultimately how well you succeed in your territory.
Caring for that commodity while trying to fit in five, six, or even seven appointments a day is always a challenge.
The Wholesaler Who Can’t Say No
As wholesalers we like to please, right?
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