If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.
Good Question, Glad You Asked #3: How Do You Take A More Consultative Approach To The Initial Advisor Meeting?
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questions from a group of aspiring wholesalers who are enrolled in their firm’s training and development program.
The questions they asked are, likely, on the minds of many current and/or future wholesalers.
For that reason, we thought we’d share the questions, and his answers, with you.
Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.
The results of the survey were surprising – sort of.
In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:
What Financial Advisors Want From Wholesalers – Ross Marino
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.
The Introspective Wholesaler – SWOT Analysis Worksheet
Periodically you need to air out the brain.
And to take inventory of your practice.
To re-calibrate and then press forward with your Career Year
Have you ever conducted a SWOT analysis on your region?
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