There is a storm brewing.
The darkest clouds are forming at the confluence of new school behaviors and technologies colliding with old school distribution sales analysis.
And it means that a mutiny might be on the horizon.
How Great Wholesalers Get The Appointment Without Leading With Product
A reader of this blog and student of the Wholesaler Email Clinic writes to us:
“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?
My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]
12 Traits Of Your Preferred Advisor Profile
Have you thought about who your ideal client is?
When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?
Wholesaler Work Ethic and Entitlement – Eric Chester
Great wholesalers have the ability to be introspective about their business and their approach to it.
In this episode we bring you the foremost authority on work ethic in America.
[Read more…]
Do Advisors Prefer Emails or Phone Calls to Schedule Wholesaler Appointments?
The email versus phone call question was just one of the questions we asked recently in a financial advisor survey Wholesaler Masterminds did in cooperation with Financial Planning Magazine.
And the results were stunning.
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