Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
You get the call that your manager is coming to town and expects to ride shotgun with you for 3 days.
Most wholesalers have a mixture of emotions:
Dread: No one likes to have their performance evaluated in the act of performing. This is especially true if your sales numbers have not been up to snuff.
Anxiety: Will you make the right impression? Will all of your planned activities actually happen and not get canceled? Will you get lost on the way to a reps office?
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.
And wine covers all three, wouldn’t you agree?
So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.
The problem is too many wholesalers are not quite sure where to start.
My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).
Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.
Sound at all familiar?
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.
We’ve long been advocates of having beginning of the year formal, sit down, business planning meetings with our top 25 (30, 50) advisors to outline expectations for us and to get business commitments from them.
But what happens to the conscious, pragmatic follow up process to make sure that everyone is on track with their stated intentions?
