The coveted corner office advsior.
Whether the term is used metaphorically or literally, these are the reps that every wholesaler wishes they could break through to.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
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.
Email from us, yes! Sell your info, hell no!
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]