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6 Things You Might Be Doing To Piss Off Advisors

what pisses of financial advisors

We picked up a comment left on a story at Ignites.com that caught our eye.

The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).

The comment appears to have been posted by a Financial Advisor.

He writes:

[Read more…]

9 What Ifs: The Great Wholesaler’s Approach To National Sales Meetings

wholesaler national sales meeting effectiveness

Between the years of carrying the bag and the years in management we, like you, have been to many a national sales meeting.

And with the height of the national sales meeting season approaching, it has us asking, “what if?”

[Read more…]

One Great Sales Idea

Look at your bookshelf right now.

I’ll bet you can tell, in the event the book was a gift, exactly who gave it to you, when you received it and for what reason.

Books are like that – they stick in our memory.

[Read more…]

Improving Wholesaler Presentation Skills – Alan Parisse

Frequently we get asked about wholesalers and their ability to be more effective in front of audiences of advisors and/or public customers.

Hence today’s expert guest, Alan Parisse

Rising from garbage collector to Wall Street executive, Alan combines insight and wit to deliver powerful and useful messages to audiences around the world.

[Read more…]

A Wholesaler’s Best Practices Gap

Yesterday I was speaking to a coaching client that I’ve had the privilege of working with for the last 12 months.

We were debriefing his progress during our time together and I commented that he really has done a fine job aligning his best intentions with his best practices.

And that’s the thing with the great wholesaler versus the typical wholesaler.

[Read more…]

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