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.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
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.
Do you get dirty in the data?
If you have used the Wholesaler Masterminds Rotation Builder then you know it’s a terrific tool to assist you with the proper way to cover your territory so that you run it – and not the opposite.
[Update: A reader graciously shared a tool that he thought worked even faster than the one we demonstrated….and he was right! See screencast #2]
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
It was at this meeting that I met Steve DeLano and Market Metrics.