High-Trust Leadership for Wholesalers

Just as trust is the glue that holds the Advisor - Client relationship together, so it is with the Wholesaler - Advisor relationship.

This session considers the importance of the high-trust relationship between the wholesaler and advisor, how to establish it, how to maintain it, and how use it to inspire advisors do more business with the wholesaler and his / her company. Wholesalers will become better at attracting and retaining relationships with more successful advisors in a way that increases the flow of business into their products and services.

Wholesalers will learn:

  • How to tap into an advisor's most important goals and most deeply held values to inspire them to do more business with the wholesaler and his / her company.
  • How to structure a more targeted business plan that cultivates relationships with successful advisors and converts those relationships to enough business to exceed their goals.
  • Self-leadership to do the work required to achieve their goals, especially when they don't feel like it.
To check Bill’s availability or to schedule him for your next speaking engagement, contact us online or call Anne Bachrach, Financial Services Speakers Network, directly at (619) 269-4491.