This market is making advisors edgy.
So, you’re armed with the latest commentary from your firm.
You have defensible positions/responses for many/most of their concerns.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesaler who connects well on an emotional level with advisors, but is just starting their journey?
This paraphrased question came from a coaching client recently, as they were having issues with their internal partner.
This is a question we received from a Wholesaler Masterminds Coaching client recently. To which we wondered:
Why would an advisor suggest that your thank you calls are not welcome?
Could it be that the thank you call that you’re making is more injurious to your practice than helpful?
Is there a better style of call that you can make, besides the tried and true thank you call?
When you consider how to run your territory, do you get ‘dirty in the data’?
What we mean by that is, do you take the opportunity to parse all of the different data points that are available to effectively set up your rotations and zones?
So many wholesalers we talk to are still running by the seat of their pants in their territories.
And when they sit down to actually put zones and rotations together they find themselves at a loss for exactly what types of data they should be looking at.
Email from us, yes! Sell your info, hell no!
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]