Brand new data.
Same old story?
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Masterminds® Group Coaching calls.
They have now been edited, updated and refreshed with the latest ideas, insights and info.
The ideas presented here only scratch the surface of the depth and breadth of knowledge, experience and wisdom great wholesalers apply in their practice every day.
During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.
Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.