Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
You touch a ton of advisors , COIs and fellow industry professionals.
You see them in every conceivable venue.
But do you create mutually profitable networking opportunities from those encounters?
He swore by his use of checklists.
They helped him stay honest regarding the activities he knew he needed to accomplish in order to be a great wholesaler.
And who were we to argue, considering he just might do a billion dollars in sales this year?
It’s inevitable.
At some point in your wholesaling career, you will be faced with a territory cut/realignment.
From a management perspective, it occurs because you have grown your territory (congratulations) to the point where it can now sustain another wholesaler.
In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
