He was a massive top producer.

I was a newer wholesaler.

Each time I saw Mike he shared his grand scheme for THE client event to top ALL client events.

During one appointment, he took me to visit the Mandarin Oriental Hotel in San Francisco, to see the Oriental Suite on the 48th floor.

As he stood on the 2000 square foot balcony, he boldly waved his arms in one direction (the Golden Gate Bridge), then another (the Bay Bridge), while describing the catering, the jazz combo, and where the bar would be placed.

At this point I'm sweating young wholesaler bullets, since my budget was tighter than a sumo wrestler in a pair of skinny jeans.

How would I tell him his plan was too grand?

Should I have even agreed to see the suite where he envisioned the event?

What youth hostel would I be staying in for the rest of my wholesaling career - since this event would eat up all of my budget for the next decade?

When should I break the news that this event was completely out of reach? 

Soon after, Mike married and moved offices, to the suburbs far away.

Budget and potential relationship crisis averted.

And wholesaling lesson learned: Saying no too early can unnecessarily damage the relationship.

Sometimes we need to see where lofty expectations lead.

Read: Gumby, Pokey and the Wholesaling Sea of Sameness

Rob

p.s. "My scheduler was professional, pleasant and very well trained. Her follow up was excellent and all of my Top Advisors are booked each quarter like clockwork. If you are struggling to find time to keep your calendar full you really need to talk to Ashton at Wholesaler Masterminds® Schedulers."

Well said, and thanks Matt! 

Schedule a call with Ashton here or send her an email here.