Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
How well do you use voicemail?
A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.
Maybe it has something (everything?) to do with the economy improving. [Read more…]
Over the past three days Ignites has been running the results of a wholesaler survey they did.
Ignites survey on the top issues that external wholesalers face in their profession. Precisely 152 wholesalers, representing more than 50 fund families with $3 trillion-plus in open-end mutual fund assets, took part in the research.
While there were a number of interesting findings one jumped off the page at me:
Maybe it’s in anticipation of a very significant birthday that I turn to a thought tied to mortality.
Maybe it just a great question for each of us to ask ourselves.
During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.
The results of the survey were surprising – sort of.
In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the business process and overall success of the region.
Sadly, from what I have seen over the years, there are wholesalers that just don’t understand how to leverage these valuable folks to maximize the success of the region.
