For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.
For instance:
One Reason Advisors May Not Be Buying What You’re Selling
Are you a visual person?
If you are, and someone is simply speaking to you (without visual aid), you really have to do your best to listen with purpose and intent, in order to get the full and granular detail of what they’re saying and meaning.
It can be hard work.
However, if someone presents to you using a visual element (brochure, diagram. images), your understanding, comprehension and retention tend to go way up.
Do you know what type of learner the financial advisor sitting in front of you is?
5 Myths Dispelled: Profitably Working with a Scheduler
Why do some wholesalers seem to have great success working with their scheduler and others don’t?
How is it that you swear by your scheduler – and your colleague swears about theirs?
4 Things Wholesalers Shouldn’t Ass-ume
There seems to be a recurring theme in our coaching practice.
Wholesalers that are assuming.
Such as –
Wholesaling in the Shark Tank
A recent Wall Street Journal article offered 10 tips for making a winning pitch on “Shark Tank” – complete with quotes from the sharks.
We thought there was plenty of application for you, so we’ve adapted the story for great wholesalers.
After all, some advisor offices are not too much different from the Shark Tank.
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