Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we are in the throes of the Covid-19 pandemic.
Please review this content in the context of:
1) how you may serve your advisors and
2) how you can use Dr. Deans info to help yourself and your family.
At the very bottom of this post you’ll find email templates to offer to advisors.
Maybe you’re at the top of your wholesaling game and lined up for another Career Year.
Or perhaps you’re stuck, unable to break through the same sales position you have been in for years.
In either case Mark Sanborn believes we all have work to do to realize our full potential.
That was the startling headline we recently read.
The statements were derived from a study done by AP Viewpoint: How Advisors Choose Actively Managed U.S. Equity Funds.
We encourage you to get the full 80 page report (link provided below), as our focus here is solely on the findings and accompanying quotes that the RIA study participants offered about ‘product representatives’ aka wholesalers.
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 3 of our effort to provide you with an overview of the Survey results.
