Wholesaler scheduling can be a real headache and aspirin won’t help. But wholesalers and their internals who continue to ask for appointments primarily in stand-alone, transactional conversations – “Hello, are you available, see you then (or not), goodbye” – are only making the task more difficult. The easiest and most effective way to ask for an appointment is during a more substantial advisor interaction, a best practice that top wholesalers having been using for years…
