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49 Great Discovery Questions To Ask Advisors Over The Age Of 55
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 55 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
Client Service Models for Wholesalers and Their Advisors with Paul Kingsman
How many active sellers do you serve?
200? 500? 800?
How do you decide how much “love” to give, to whom, and when?
Why Don’t Wholesalers Ask For More Referrals? Our interview with Bill Cates
We all talk a good game.
We get in our heads that we should ask for referrals, study a bit about how to be more successful and then…we do nothing!
Why is that?
14 Incredibly Useful Technology Posts For Productivity and Efficiency
Do you need to be a better ‘student of the business’?
Feeling less than stellar about your ability to leverage technology in your wholesaling practice?
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