Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Note: While written in 2011, the advice still holds true today!
Guilty as charged.
Even though I am the first one to advise my clients and you to avoid the theater that is CNBC, today I had to watch the last 1/2 hour before the close.
During that time CNBC decided to go ‘commerical free’ so they could ‘cover the correction’.
Really?
Maria Bartiromo and Bill Griffeth were seen standing on the floor of the NYSE calling the last 30 minutes of trading like sports reporters at a big game.
When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”.
And the truth is I always preferred to do the planning myself.
Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – even if it’s booking a personal vacation – a more pleasant and affordable experience.
You get the call that your manager is coming to town and expects to ride shotgun with you for 3 days.
Most wholesalers have a mixture of emotions:
Dread: No one likes to have their performance evaluated in the act of performing. This is especially true if your sales numbers have not been up to snuff.
Anxiety: Will you make the right impression? Will all of your planned activities actually happen and not get canceled? Will you get lost on the way to a reps office?
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.
And wine covers all three, wouldn’t you agree?
So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.
The problem is too many wholesalers are not quite sure where to start.
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.
In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.
As I looked through the various business cards collected I saw all versions of alternate terminology.
And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.
