You’ve got your appointment agenda in hand.
You have time blocked your meeting to insure the best possible use of the advisors time.
And then the one question comes your way that puts you on the defensive and blows the whole meeting.
What Do You Want From A Wholesaler?
So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).
Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).
Don’t shoot the messenger! 🙂
These were seen at https://www.reddit.com/r/CFP
Good Question, Glad You Asked #3: How Do You Take A More Consultative Approach To The Initial Advisor Meeting?
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questions from a group of aspiring wholesalers who are enrolled in their firm’s training and development program.
The questions they asked are, likely, on the minds of many current and/or future wholesalers.
For that reason, we thought we’d share the questions, and his answers, with you.
Great Wholesalers Hate Losing More Than They Love Winning – Don Yaeger
Sports and life lessons?
Sports and business lessons?
Yes and yes.
And who better to deliver these insights than Don Yaeger?
Creating Wholesaler Distinction | The Lessons of Taxi Terry – Scott McKain
If you’re not careful you’ll drown in the Sea of Sameness.
It’s that nauseating, choppy body of waste water on which too many wholesalers simply float along.
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