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?
How Wholesalers Build Confidence By Developing Their PVP – Peerless Value Proposition®
Maybe you are a seasoned veteran that has lost a bit of your moxie.
Maybe you are a young wholesaler just starting out, somewhat tentatively, on the career journey.
In either case, developing a strong PVP – Peerless Value Proposition® can be just the medicine that you require to harness the confidence that you need.
4 Things That Advisors Need From Wholesalers In Today’s Market
An old friend, former wholesaler and current senior leader at a large mutual funds distributor called me today to share a story.
Back in 2003, at a Portland Trailblazers home game, Natalie Gilbert was called upon to sing the national anthem.
And for any 13 year old young lady this surely had to have been an honor.
Until it went very wrong.
7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
You get the call that your manager is coming to town and expects to ride shotgun with you for 3 days.
Most wholesalers have a mixture of emotions:
Dread: No one likes to have their performance evaluated in the act of performing. This is especially true if your sales numbers have not been up to snuff.
Anxiety: Will you make the right impression? Will all of your planned activities actually happen and not get canceled? Will you get lost on the way to a reps office?
Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.
In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.
As I looked through the various business cards collected I saw all versions of alternate terminology.
And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.
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