Every game, every minute.
One way for me to find joy amidst the insanity of the last 12 months is watching Warriors basketball.
Keys To Advisor Scheduling Success
Advisors are getting crushed with requests for zoom meetings and phone appointments.
How do folks that make their living obtaining appointments for wholesalers get the the job done?
14 Incredibly Useful Technology Posts For Productivity and Efficiency
Do you need to be a better ‘student of the business’?
Feeling less than stellar about your ability to leverage technology in your wholesaling practice?
Know More To Sell More: The Importance of Advisor Recon with Sam Richter
How do you prepare for your advisor meetings?
For most wholesalers the checklist includes:
– Sales literature in bag
– Trinkets and trash in trunk
– Boarding pass on iphone
But the most important element of appointment preparation is one that too few wholesalers do.
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.
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