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During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.
The results of the survey were surprising – sort of.
In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:
The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.
But what about the intricacies of retirement health care costs and the impact on sound financial planning?
The technical term is sales enablement tool.
And in the dark ages of wholesaling a cutting edge sales enablement tool was the mobile phone – the kind that had a base unit mounted in the trunk and a hand held receiver mounted on the floorboard of the passenger compartment.
With the advent of mobile, a road warrior could now scream down the freeway engaged in full conversation between advisor appointments. [Read more…]
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:
In the Spring 2011 issue of I Carry The Bag…the official magazine of wholesaling Art Sobczak has written a great piece on Call Avoidance – by ‘call avoidance’ Art means that part of you that just finds anything else to do other than pick up the phone and
