Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Are you the wholesaling reincarnation of the flightless, now extinct, DoDo Bird?
Reminders that I have been in our business for a very long time have hit me recently.
In a conversation with a coaching client who is under 30, and well on his way to killing it in his first external gig, I referenced two things that evoked crickets.
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.
