Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Have you thought about who your ideal client is?
When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?
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.
Great wholesalers are often great networkers.
In the event that doesn’t describe you, worry not – we’ve found a networking expert to assist you.
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about iPad apps.
Naturally we needed to chime in.
Here are the apps that we are using most frequently – both on our iPad and/or iPhone. Some apps may not be optimized for both platforms. All comments extracted from the app’s iTunes listing.
You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.
Rest assured, you are not alone.
