Are you a wholesaling lifer?
Or do you have other plans for your career (and your life) at some point in the future?
If you’re thinking about what lies ahead, this episode is a must listen.
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?
What To Do When There’s Too Much To Do with Matt Johnson
Calls need to be returned.
Appointments need to be scheduled.
Follow-up contacts need to be made.
The Secrets of Million Dollar Sellers with Steven Harvill
Pick Up The Damn Phone! with Paul Neuberger
Study after study tells us that:
– Advisors would rather schedule wholesaler appointments via email versus phone
– Millennials hate speaking on the phone and would rather text
– Cold calling has gone the way of diesel powered cars
In fact many wholesalers, though they may not admit it out loud, are downright afraid of the phone.
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