Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
We picked up a comment left on a story at Ignites.com that caught our eye.
The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).
The comment appears to have been posted by a Financial Advisor.
He writes:
This question, or one quite like it, has been asked for as long as internal wholesalers have aspired to become externals.
And it’s one we received from an existing internal on an annuity desk:
I have high aspirations to get out into the field. The industry is always looking for experienced wholesalers now. What is the best way to get out into the field?
Some skills that wholesalers employ really separate the men from the boys, the posers from the superstars, the wheat from the……well you get the idea.
One of those advanced skills is Forward Scheduling.
Picture this sequence of events:
I was in San Antonio speaking to a group of super talented wholesalers.
The speaker before me was the national sales leader of a mid-size broker dealer.
As a COI he was invited to give his perspective to the team.
