Wholesaler Best Practices - Wholesaler Masterminds®

5 Myths Dispelled: Profitably Working with a Scheduler

Why do some wholesalers seem to have great success working with their scheduler and others don’t?

How is it that you swear by your scheduler – and your colleague swears about theirs?

There seems to be a recurring theme in our coaching practice.

Wholesalers that are assuming.

Such as –

Bigger

Stronger

Faster

That’s what pro athletes work to become in their off season.

A recent Wall Street Journal article offered 10 tips for making a winning pitch on “Shark Tank” – complete with quotes from the sharks.

We thought there was plenty of application for you, so we’ve adapted the story for great wholesalers.

After all, some advisor offices are not too much different from the Shark Tank.

Wholesalers are thought of (and often think of themselves) as lone wolves.

They have a reputation for “leave me alone and just let me produce” types of attitudes.

And most wholesalers are just that way – except for the great ones.