Wholesaler Masterminds Radio - Wholesaler Masterminds®

Creating Powerful Wholesaler First Impressions – Bill Acheson

Would you agree that first impressions mean everything in our business?

It’s fair to say that an advisor sizes us up in under a minute – making snap decisions about who we are and whether we deserve their business.

We wholesalers are easily distracted, wouldn’t you agree?

Speaking from personal experience, one shiny glimmer of an object is enough to take us off our intended path.

We have all been there.

You walk into an appointment with an advisor only to find out that they have suffered a loss.

Loss of a parent/spouse/friend.

Loss of a pet.

Have you ever wondered how to maximize your conference attendance, especially when it comes to the social side of the event?

Yes, you work a mean booth, but what about your networking at the cocktail reception?

There isn’t a day that goes by that great wholesalers aren’t negotiating something.

A financial request from an advisor.