The more things change, they don’t!
We offer this from our I Carry The Bag® magazine archives.
Should I Stay or Should I Go? An Internal Wholesaler’s Dilemma
We received a GREAT question today. While we certainly have thoughts on it, we turned to LinkedIn to get YOUR thoughts. The question is:
“As an internal, who’s worked for a top firm for the past four years, looking to be an external, would you leave to become an external at a smaller firm, in a major metro territory, or stick around at my current firm for another 12-18 months to for the chance to take over a non metro area?”
What would your advice be?
Perfecting the Partnership: The Keys to a Wildly Successful Territory
Download our NEW Success Guide:
Perfecting the Partnership:
The Keys to a Wildly Successful Territory
FOR INTERNAL WHOLESALERS
(AND THE EXTERNALS THAT LOVE THEM)
Internal Wholesalers Who Want to Become External Wholesalers: You Have to Get Your Timecard Stamped
This question, or one quite like it, has been asked for as long as internal wholesalers have aspired to become externals.
And it’s one we received from an existing internal on an annuity desk:
I have high aspirations to get out into the field. The industry is always looking for experienced wholesalers now. What is the best way to get out into the field?
Should Wholesalers Stop Making Thank You Calls?
This is a question we received from a Wholesaler Masterminds Coaching client recently. To which we wondered:
Why would an advisor suggest that your thank you calls are not welcome?
Could it be that the thank you call that you’re making is more injurious to your practice than helpful?
Is there a better style of call that you can make, besides the tried and true thank you call?
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