Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
From time to time we get asked about thank you calls.
Plus, we had a most interesting discussion with a wholesaler regarding how they should (or should not) make thank you calls, and to whom.
So, we ask you to answer this ONE QUESTION (we’ll publish the results here in a couple of weeks):
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Do you get dirty in the data?
If you have used the Wholesaler Masterminds Rotation Builder then you know it’s a terrific tool to assist you with the proper way to cover your territory so that you run it – and not the opposite.
[Update: A reader graciously shared a tool that he thought worked even faster than the one we demonstrated….and he was right! See screencast #2]
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.
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.
How sweeping will the change be?
What will the impact be for wholesalers and their leaders?
Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?
To address some of these questions we asked two of the industry’s most respected consultants.
Sometimes wholesalers are not quite as good on the stage as they think they are.
And some, when they are being truthful with themselves, admit that they need improvement.
In fact, all speakers, need to continually work on both their content and their delivery.
