You run into it all the time.
The advisor that promises the moon.
And delivers nothing. Nada. Zip. Zero.
So how can you tell if the advisor is lying?
The Bane of the Wholesaler’s Existence: The Entitled Advisor
We get all kinds of email from our readers.
And the one we received recently, excerpted here, touched a familiar nerve:
This week has been one of the most *insert expletive* week’s I believe I have ever had. You’ve touched on it before, but I need some help understanding something.
Wholesalers Should Give Their Clients The Platinum Treatment
In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”
Because the bar for great service continues to rise.
And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.
12 Ways Wholesalers Succeed at FPA Meetings
You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.
If you’re like me, part of the thought process is:
- How many sponsors are there?
- How will I get to participate?
- Will I get a list of participants to market to?
- How do I know that the money is not a giant waste of resources?
Can Wholesalers Effectively Use Loyalty Programs? – Shep Hyken
Your favorite airline has one.
Your favorite hotel has one.
In fact, it’s hard to find a business or industry that isn’t trying to make a repeat customer out of you.
So, do you have one for your practice?
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