Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
It was in the ‘before’ times.
Before work-from-home.
Before advisor access restrictions.
“If I’m in my office I don’t feel like I am working.”
This was a quote from one of our Wholesaler Masterminds Coaching clients.
As a result, he took no office days and the administrative part of his business was a mess.
Have you been hit?
By the Morningstar Gold/5-Star/Lipper Leader fund that kills the competition.
By the VA that has the best positioned rider on the street.
90 days.
That’s how long (or longer) it’s been since the world of external wholesaling got turned upside down.
While there are any number of challenges we face, these are the most pressing.
How do these align with your covid induced challenges?
