If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.
Can I See Your ID?
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA after attending the Morningstar Conference (more on that next week) I am giving you fair warning: this post is headed a bit off of the normal Wholesaler Masterminds Blog content reservation.
As a red blooded American with access to a Red Carpet Club (read: free cocktails) I felt it was my duty to spend part of my 8 hours at O’Hare at the bar.
In doing so I witnessed an interesting phenomenon in human behavior.
6 Checkpoint Topics For Wholesalers To Discuss With Advisors
We’ve long been advocates of having beginning of the year formal, sit down, business planning meetings with our top 25 (30, 50) advisors to outline expectations for us and to get business commitments from them.
But what happens to the conscious, pragmatic follow up process to make sure that everyone is on track with their stated intentions?
Bank Wholesalers Can Improve Their Branch Referral Training Effectiveness
Does this sound remotely familiar to you?
You know that you need to bring more value to the relationship that you have with bank/credit union advisors so you offer your services to perform a branch referral training.
The advisor arranges with the branch manager to have all employees present for an 8:15 AM meeting – including a couple of folks that are normally off on the day of the meeting.
That morning you stop off and grab some bagels to bring to the meeting as you know that food is a great ice breaker for any bank/credit union branch.
After a glowing introduction by the advisor and the branch manager you start your training.
11 Reasons Great Wholesalers Leap Out Of Bed In The Morning
You and I both know that wholesaling is one of the best gigs ever created.
And I’ll bet some mornings it just doesn’t seem like it.
Some mornings you wake up and simply aren’t looking forward to another trip to the airport, more traffic, another advisor who is barely listening or another branch training.
So, what keeps you engaged?
Why get up and fight the next battle?
I’ve been asking some of my coaching clients this same question and the partial list (feel free to add add more in the Comments section below) looks like this:
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