I didn't know what I didn't know
Published: Sun, 05/08/22
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Poor, misguided wholesaling job applicant.
"What makes you qualified", I asked.
"I work with wholesalers all the time, so I know what the job entails", he said.
And that's the thing, folks on the outside assume they know what this job is all about.
When I started, I know I thought I knew.
But boy, did I have it wrong.
There are not many careers that call for you to be proficient at all of the following, often all in the same appointment:
Ambassador
Coach*
Confidant*
Teacher
Motivator*
Negotiator
Jester
Analyst*
Mentor
Futurist
Entertainer
Listener*
*As the impact of both the equity and fixed income meltdowns starts to sink in with investors, advisors need you to exercise your deft skills in these particular areas.
Your ability to take the lead and offer proactive, constructive, thoughtful assistance and insights today will pay enormous relationship dividends for many, many tomorrows.
Read: 7 Steps Great Wholesalers Take When Markets Correct
Rob
And that's the thing, folks on the outside assume they know what this job is all about.
When I started, I know I thought I knew.
But boy, did I have it wrong.
There are not many careers that call for you to be proficient at all of the following, often all in the same appointment:
Ambassador
Coach*
Confidant*
Teacher
Motivator*
Negotiator
Jester
Analyst*
Mentor
Futurist
Entertainer
Listener*
*As the impact of both the equity and fixed income meltdowns starts to sink in with investors, advisors need you to exercise your deft skills in these particular areas.
Your ability to take the lead and offer proactive, constructive, thoughtful assistance and insights today will pay enormous relationship dividends for many, many tomorrows.
Read: 7 Steps Great Wholesalers Take When Markets Correct
Rob