You may have seen the article at WealthManagment.com titled The Next Gen Wholesaler.
Whoa – what a ride it’s been.
The bull market we have all enjoyed is now over eight years old.
Since the market bottom on March 9, 2009, the S&P 500 is up roughly 250 percent.
The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Masterminds® Group Coaching calls.
They have now been edited, updated and refreshed with the latest ideas, insights and info.
The ideas presented here only scratch the surface of the depth and breadth of knowledge, experience and wisdom great wholesalers apply in their practice every day.
During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.
Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.
Roadshows and conference speaking opportunities are not a new ideas.
But there are new ideas that help you have more successful roadshows, conferences and/or industry trade conferences.
Every day you craft emails that are repetitive.
And, if you are like many wholesalers, you retype each one.
Stop the insanity!