Sometimes old ideas become new again.
Like this one for using Advisor Data Sheets.
Too frequently wholesalers:
Mentos, Diet Cokes and Creative Wholesaling – Steve Spangler
Do you create curiosity?
Do advisors look forward, with much anticipation, to your next visit?
How well is your brand defined?
Tell Us Your Story of Tales From the Road
For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.
For instance:
One Reason Advisors May Not Be Buying What You’re Selling
Are you a visual person?
If you are, and someone is simply speaking to you (without visual aid), you really have to do your best to listen with purpose and intent, in order to get the full and granular detail of what they’re saying and meaning.
It can be hard work.
However, if someone presents to you using a visual element (brochure, diagram. images), your understanding, comprehension and retention tend to go way up.
Do you know what type of learner the financial advisor sitting in front of you is?
A Wholesaler’s Fascination Advantage – Sally Hogshead
What makes you valuable to the advisors that you serve?
If you better understood what made you valuable – how the world sees you – wouldn’t you be able to make a more brilliant impression on both prospects and clients?
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