General Wholesaling

We Need To Make A Change

Highs and lows.

Our careers are full of them.

Sometimes, whether we believe it’s deserved or not, we hear a message from the boss that shakes us to our core.

Valuable lessons.

We’ve all learned them.

Back at the beginning of my wholesaling career there was a manager (Anne) that asked if I could do a meeting on a Friday.

2009.

That’s the year the company began watching.

The unprecedented oversight includes tracking such as:

Spotty sales.

Lack of appointments.

Advisors not returning my calls.

They are blinking brightly on your radar.

You are certain that you have solutions that they need.

And your outreach is consistently met with crickets.

The President of the distributor had an announcement to make.

“I’ve decided to reorganize and add another layer of management to our growing firm. In doing so, I’ll have more time to think”, he said.