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Conducting Super Successful Advisor Appointments

You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.

Rest assured, you are not alone.

[Read more…]

11 Ways Wholesalers Are Deluding Themselves

A post at Business Insider titled 21 Ways You Are Deluding Yourself gave us pause for thought.

Excerpted from the book You Are Not So Smart in which the author gives:

[Read more…]

The Internal Who Used To Work For Ronco

If you are a reader of the Sunday Night Email (and if you’re not sign up in the sidebar) you know that we recently wrote:

Only 22 pitchers have tossed perfect games in Major League Baseball history.
 
What about your internal wholesaler’s pitch?

[Read more…]

3 Things Wholesalers Do To Impress Home Office Visitors

what do financial advisors want from wholesalers

Recently a coaching client informed me that he had his boss coming for a ride-along.

My first question was, “How many appointments do you have?”

His answer was not pretty.

[Read more…]

Some Wholesalers Are Like Stale Real Estate Listings

Are you gunning for a promotion?

Perhaps you are an internal who desperately wants to get to the outside.

Maybe you’re an external who wants to get into management.

How about a divisional that has their sights set on senior management.

[Read more…]

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