You develop rapport with your advisor prospect.
You tell a fine product story.
And then?
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

Wholesalers, repeat this mantra after me: I will repurpose content, I will repurpose content, I will re…..
Creating content that is new and original such as
-sales ideas
-email messages to advisors
-sales meeting messages
-one on one content
-lunch meeting messages
-walk through snippets
-branch trainings
-agency training

Most of us fly a lot. If you’re like me you usually read, listen to music, or perhaps read and respond to email.
The whole intent is to avoid talking to the guy next to you.
However, every now and then a stranger is so intriguing, just the way they look and carry themselves makes you want to learn more.

During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.
Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.

What are your core sales beliefs?
How do your beliefs align with those in other industries or other countries? [Read more…]