Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
How well do you use voicemail?
A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.
Maybe it has something (everything?) to do with the economy improving. [Read more…]
In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”
Because the bar for great service continues to rise.
And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.
Are you a visual person?
If you are, and someone is simply speaking to you (without visual aid), you really have to do your best to listen with purpose and intent, in order to get the full and granular detail of what they’re saying and meaning.
It can be hard work.
However, if someone presents to you using a visual element (brochure, diagram. images), your understanding, comprehension and retention tend to go way up.
Do you know what type of learner the financial advisor sitting in front of you is?
From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.
Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!
