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.
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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:
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.
Email from us, yes! Sell your info, hell no!
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]