It was the early 1980’s at a No-Name Motel somewhere between Modesto and Fresno in the days before roll-on bags.
Ants In The Wholesaler’s Pants
A few years back, I picked-up a rental car at the airport in Birmingham, AL.
It was well after dark, so nothing about the car seemed amiss.
Tell Us Your Story of Tales From the Road
For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.
For instance:
10 Ways to Ignite the Fuse With a Top Prospect
Every wholesaler has had this dilemma:
“Rick” is a great prospect.
He writes a terrific amount of overall business, writes business in your product type/asset class, was open and engaging during the first meeting, works at a focus firm, placed a lit. order with you and promised to get on board and write business.
And that is as good as you have been able to do with Rick.
He’s promised a bunch and he’s not written a thing.
What are some things that you can do to light the fuse with Rick that will ignite his production? [Read more…]
Put This One Great Tech Gadget In Your Bag Today
You’re at the back end of a long day.
You have been away from a charge for your smartphone or tablet for way too long.
You know that you won’t get any juice for another couple of hours – unless you hijack an outlet at the advisor office, coffee shop, airport terminal, etc.
7 Ideas For More Productive Wholesaler Office Days
“If I’m in my office I don’t feel like I am working.”
This was a quote from one of our Wholesaler Masterminds Coaching clients.
As a result, he took no office days and the administrative part of his business was a mess.
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