Mary Anne Doggett tells it like it is. A popular resource for wholesaling teams, her blog takes on a wide range of distribution topics, from the nuts and bolts of working with today’s financial advisors to future industry trends.
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Everybody has blind spots. The great managers want help with them. Because I work both with senior management and the reps who sell, I see the gap between what the higher-ups think is going on vs. what is really happening on the front lines.
Read MoreListen to this interview by Brian Margolis where we dive into what’s next for the Internal Sales Desk. Best practices, worst practices and more!
Read MoreThe top wholesalers know that product is a distraction.
If ‘Whaddya got’ wags your products tail, over time that dog don’t hunt.
Read MoreAsset managers believe their wholesalers are tiebreakers. To win, the human element dominates the playing field, and the odds heavily favor maestros in communication (aka selling) skills…
Read MoreEvery salesperson needs a little bright spot in his/her day. So, when an advisor answers the phone and reacts with even mild interest, the crowd goes wild.
Read MoreA recent survey of 59 internal sales desk managers showed that 50% use hybrids as part of their distribution strategy.
Read MoreYou worked hard to get your CIMA, CFP, Series 6, 7. You deliver technical knowledge better than…
Read MoreOne size no longer fits all as internal wholesaler pods become more popular.
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