Wholesaler are always asking us how to shorten the sales cycle and get advisors to ‘buy’ their products.
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7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
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?
Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan
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.
Schmeeks, Formally Known As Wholesalers
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.
3 Reasons Why Wholesalers Stray From The Basics – Don Connelly
My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).
Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.
Sound at all familiar?
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