It was about 15 years ago.
While still at my former employer, I was starting to mentally explore the possibility of becoming a corporate expatriate.
And as quick as I allowed myself to venture into those thoughts, the Gremlins began to attack.
The Wholesaler Who Can’t Say No
As wholesalers we like to please, right?
3 Ways Wholesalers Can Influence Advisors – Steven Gaffney
Can open and honest communication increase your business?
Can you influence advisors without “authority” over them?
Is lying by omission lying?
Is there an increased need to be more honest today – and have that be a strategic business advantage?
A Wholesaler’s Second Chance
At the beginning of every quarter I ask my coaching clients what successes they were most proud of from the prior quarter’s work.
A mastermind coaching client (we’ll call him Clark) told me a terrific story today and I need to tell you:
Back in March 2010 Clark set up a meeting to visit a Raymond James team with ~$200 million under management. As he is newer to wholesaling he went into the meeting admittedly less prepared than he might have liked, but willing to put it on the line to rope in this team’s business – they were Elephants.
When Your Wholesaling Motivation Wanes
Straight talk: I’m in a dip.
The ‘man, it’s hard to get enthused in month 10 of all this Groundhog Day-like insanity and I’d really like to get things back to normal (whatever that means)’ dip.
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