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Study after study tells us that:
– Advisors would rather schedule wholesaler appointments via email versus phone
– Millennials hate speaking on the phone and would rather text
– Cold calling has gone the way of diesel powered cars
In fact many wholesalers, though they may not admit it out loud, are downright afraid of the phone.
In our recent 2017 State of Wholesaling Survey we asked:
What areas of improvement would benefit you most over the next three years?
The wholesalers surveyed said:
You know the glamour of travel.
Especially when traveling by taxi in any metropolitan city.
How can you strengthen your advisor relationships?
And build trust?
And separate yourself from The Sea of Sameness?
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 4 of our effort to provide you with an overview of the Survey results.
