Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Yesterday I was speaking to a coaching client that I’ve had the privilege of working with for the last 12 months.
We were debriefing his progress during our time together and I commented that he really has done a fine job aligning his best intentions with his best practices.
And that’s the thing with the great wholesaler versus the typical wholesaler.
Along the path of your business planning you’ll be asked for (or should be asked for) your goals for the year ahead.
These lists of goals too frequently find their way into your plan but aren’t reviewed as much as they should be.
Recently we started asking this simple (not really simple) question of our Wholesaler Masterminds Coaching clients:
In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
[Read more…]
Over the years we have written a bunch of posts that speak to both year end activities and planning for the year ahead.
We thought it would make sense to have much of that work in one place for your convenience.
If you read and implement even a fraction of what’s available here you’ll up your wholesaling game – guaranteed.
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?
