Dumbfounded and disappointed.
As I listened to the Barron’s Top 100 Advisor tell me their story, my brain cycled through both of these emotions.
My question was designed to better understand how as wholesalers we may rub advisors the wrong way.
I’ll Be Brief
The Divisional Arsonist
You’ve heard him before.
She’s on your weekly sales calls.
He’s in your divisional and national sales meetings.
One Great Wholesaler Hack
8 out of 10 wholesalers.
Over our last decade of coaching, that’s the number of clients that list some form of exercise as a goal when completing their Quarterly Success Plan.
As well they (and you) should given the demands, stress and sedentary aspects of the job.
UPDATED: Most Important Areas For Wholesaler Improvement (Hint: It’s Deja Vu All Over Again)
“It’s like déjà vu all over again.” ~ Yogi Berra
That’s what it feels like to read the most recent advisor survey results from FUSE and WealthManagement.com.
Similar findings, different year (click to see most recent results).
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