Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
Are you the dominant player?
Do you instill fear in other wholesalers?
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Today I was working with a coaching client as they prepared for a big interview.
It reminded me that for all the years I interviewed wholesalers, account managers, sales managers, internals hoping to move to external, etc. I always used the same interview questions.
And, generally speaking, most people hated them.
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.