Wholesaler Best Practices - Wholesaler Masterminds®

Wholesaler Do More Business When They Lead From The Heart – Mark Crowley

Is bringing the heart into the conversation too soft a concept for the hard nosed financial services community?

Is the heart more than a pump to deliver blood to the rest of the body?

Are you gunning for a promotion?

Perhaps you are an internal who desperately wants to get to the outside.

Maybe you’re an external who wants to get into management.

How about a divisional that has their sights set on senior management.

The relationships we have with advisors are indeed tricky.

Some would say it’s a bit of a chess match.

Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.

Most wholesalers say that they wish they could generate more business through referrals.

Yet most never ask.

Why is that?

While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.

The scope of our learning was broad.

Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager: