Call Me Captain Obvious
Published: Sun, 07/09/23
Maybe it's the dearth of summertime basketball broadcasts.
More likely it's the ever-growing opportunity I see for you to serve your advisors.
Either way, this week my mind is fixated on playing offense.
Consider:
A Broadridge report showed that advisors only allocate 16% of their time to new client acquisition and business building.
That same report says that 68% of advisors want to allocate more time to new client acquisition and business building.
Once again, for the folks in the back:
16% spend time acquiring clients.
68% want to spend more time acquiring clients.
Now, math was never my strong-suit, but an outsized ability to gasp the obvious is.
And it's obvious that you have a tremendous opportunity staring squarely at you.
Average wholesalers will forge ahead with a strictly product focused approach.
Great wholesalers are creating significant and memorable impressions on their clients and prospects by delivering solutions to the things advisors need and want.
"You can observe a lot just by watching." ~Yogi Berra
Read: 12 Skills You’ll Need To Hone For The Next Decade Of Wholesaling
Rob
p.s. Our Wholesaler Masterminds® Schedulers team continues to deliver appointment for our clients, either virtually or in person. Amanda has all the the details - why not grab a time to chat with her?
