The speed at which information is coming at financial advisors today is unprecedented.
In a moments time they are bombarded with endless messages.
And somewhere in that clutter you need to stand out with your message.
Wholesaler Entertaining Dilemma: Wine And Food Pairing
How To Become A Preferred Wholesaler – Matt Oechsli
How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:
The 800 Pound Wholesaler – Bill Guertin
Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
Are you the dominant player?
Do you instill fear in other wholesalers?
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