Pat's second chance
Published: Sun, 07/23/23
,
Pat screwed up.
Pat landed an appointment with a $2 billion Raymond James team and went in guns blazing: product, product, product.
Lucky for Pat, immediately after the first slide lit up the iPad, a managing director stopped the meeting in its tracks.
They said, “You are going about this all wrong.”
Giving Pat a truly extraordinary gift, they said:
"We model our practice on Nick Murray's teaching.
If you're willing to read two books of Nicks' in the upcoming 90 days, which will help you understand how we operate, we would be willing to set up another meeting with you."
Setting ego and embarrassment aside, Pat read two books:
- Gathering Assets
- The Value Added Wholesaler in the 21st Century
Then scheduled a follow-up meeting.
Those 45 minutes were devoted to listening and learning about the team’s practice, how they manage money, and how they interact with their clients.
When Pat was done, the team said, “Welcome. You are now a part of our team.”
Dog Days of Summer Challenge: I've assembled "51 Posts Every External Wholesaler Needs To Read".
If you read just one per day, you'll be done (and a better wholesaler) on September 12th - just in time to crush the prime Fall selling season.
Rob
p.s. Last week's email, Top Producer Gone Wild, received more than a few comments/suggestions. See them all here.
Pat landed an appointment with a $2 billion Raymond James team and went in guns blazing: product, product, product.
Lucky for Pat, immediately after the first slide lit up the iPad, a managing director stopped the meeting in its tracks.
They said, “You are going about this all wrong.”
Giving Pat a truly extraordinary gift, they said:
"We model our practice on Nick Murray's teaching.
If you're willing to read two books of Nicks' in the upcoming 90 days, which will help you understand how we operate, we would be willing to set up another meeting with you."
Setting ego and embarrassment aside, Pat read two books:
- Gathering Assets
- The Value Added Wholesaler in the 21st Century
Then scheduled a follow-up meeting.
Those 45 minutes were devoted to listening and learning about the team’s practice, how they manage money, and how they interact with their clients.
When Pat was done, the team said, “Welcome. You are now a part of our team.”
Dog Days of Summer Challenge: I've assembled "51 Posts Every External Wholesaler Needs To Read".
If you read just one per day, you'll be done (and a better wholesaler) on September 12th - just in time to crush the prime Fall selling season.
Rob
p.s. Last week's email, Top Producer Gone Wild, received more than a few comments/suggestions. See them all here.