Meeting Ms. Wright
Published: Sun, 06/18/23
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A classic boardroom setting.
Deep, rich wood tones complement the gigantic conference table set, in this case, for only two.
Young-gun you and the quintessential old(er) advisor prospect.
Their thick-rimmed glasses are perched precariously on the bridge of their well-defined nose, and they possess a gaze as sharp as an eagle's, one that holds the weight of wisdom and deep knowledge.
Additionally, they have an outsized degree of skepticism that they could learn anything from this encounter.
Feeling anxious yet?
What's a highly competent and qualified young wholesaler to do?
Assuming you are properly fitted and shined (and if not, start there), here's what future great wholesalers will do:
You'll exude confidence because you are confident.
Which, under no circumstances, is projected as cocky.
You'll know your data cold (and the competitors’ better than they do).
You'll use your wit, with a dash of charm, to disarm doubt.
And you'll avoid making unforced errors*:
The scene: Young wholesaler in front of an older financial advisor and Dorsey Wright disciple.
Advisor: “I build my portfolios following Dorsey Wright.”
Wholesaler: “Oh, I don’t know her. Is she in the office?”
🤦🏻♂️
Rest assured that the wisps of grey, the subtle wrinkles of knowledge, and your situational equilibrium will evolve over time.
Until then, marshal all of your resources, including:
49 Great Discovery Questions To Ask Advisors Over The Age Of 55
Rob
p.s. Last month alone we inked nearly 1000 advisor appointments. How many can we book for you? Learn more about Wholesaler Masterminds® Schedulers.
*story as told by former coaching client
Deep, rich wood tones complement the gigantic conference table set, in this case, for only two.
Young-gun you and the quintessential old(er) advisor prospect.
Their thick-rimmed glasses are perched precariously on the bridge of their well-defined nose, and they possess a gaze as sharp as an eagle's, one that holds the weight of wisdom and deep knowledge.
Additionally, they have an outsized degree of skepticism that they could learn anything from this encounter.
Feeling anxious yet?
What's a highly competent and qualified young wholesaler to do?
Assuming you are properly fitted and shined (and if not, start there), here's what future great wholesalers will do:
You'll exude confidence because you are confident.
Which, under no circumstances, is projected as cocky.
You'll know your data cold (and the competitors’ better than they do).
You'll use your wit, with a dash of charm, to disarm doubt.
And you'll avoid making unforced errors*:
The scene: Young wholesaler in front of an older financial advisor and Dorsey Wright disciple.
Advisor: “I build my portfolios following Dorsey Wright.”
Wholesaler: “Oh, I don’t know her. Is she in the office?”
🤦🏻♂️
Rest assured that the wisps of grey, the subtle wrinkles of knowledge, and your situational equilibrium will evolve over time.
Until then, marshal all of your resources, including:
49 Great Discovery Questions To Ask Advisors Over The Age Of 55
Rob
p.s. Last month alone we inked nearly 1000 advisor appointments. How many can we book for you? Learn more about Wholesaler Masterminds® Schedulers.
*story as told by former coaching client