The email versus phone call question was just one of the questions we asked recently in a financial advisor survey Wholesaler Masterminds did in cooperation with Financial Planning Magazine.
And the results were stunning.
8 Ways Wholesalers Succeed With COIs
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:
Stats For Wholesalers Who Send Emails
In our coaching and live appearances we speak about the power of email marketing for wholesalers – when it’s done correctly.
Here, from TechJournal is an infographic that includes more sobering statistics.
Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dislike?
Big question.
And recently one that has come up more than once with my coaching clients.
Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski
What does the future hold for those of us that make our living in distribution?
What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?