Since we wrote our first post (and added subsequent updates) there have a been some great new app developments – and some not so new ones that we have found ourselves using more often.
Be sure to check these out.
The Work Wholesalers Do Is Significant – Joe Jordan
Have you stopped to think for a moment about the lives you touch with the products that you represent?
Or, like so many, are you just running too fast to even notice?
Somewhere along the path we need to take a moment and see the good that we do.
The Results: Wholesaler Tenacity
How tenacious are you?
We get asked quite a bit about the number of times to call on an advisor prospect.
The Introspective Wholesaler – SWOT Analysis Worksheet
Periodically you need to air out the brain.
And to take inventory of your practice.
To re-calibrate and then press forward with your Career Year
Have you ever conducted a SWOT analysis on your region?
5 Critical Strategies That Will Make COIs Love You
“COIs only want what’s in my checkbook”, said the wholesaler.
Maybe that’s because they don’t see any other value in you.
Centers of Influence come in all shapes and sizes.
Regardless of your channel or your product great wholesalers know that these folks can make the difference between good years and Career Years.
Here’s a list of things to do to make COIs love you:
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