Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
True story.
Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.
In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.
Instead of chasing the unicorn, what if there was a better solution?
There is nothing permanent except change. ~Heraclitus
DOL equals change.
Money market reform equals change.
Political elections equal change.
Over the course of our careers we will encounter innumerable changes – to our companies, our products, our clients and personal lives.
What’s most important is how we cope with that change
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.
How sweeping will the change be?
What will the impact be for wholesalers and their leaders?
Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?
To address some of these questions we asked two of the industry’s most respected consultants.
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?
What are some of the keys to a most productive relationship between a wholesaler and their scheduler?
In this Wholesaler Masterminds® Radio SPECIAL EDITION, we present to you an interview with Erin Beatty.
