Successful Wholesaling: A Training Program On Territory ... (ISBN 5860381557)

A Must Read for all Financial Services Wholesalers!:
This book is an amazing resource in helping wholesalers or wholesalers to be figure out THE BEST WAYS to be valuable to their clients. The book details the best way to organize your schedule (may be the most important part of a wholesalers job), how to work with your internal partner and how to organize follow up conversations with advisors that can benefit from your ideas. In addition, the 2nd part of the book focuses on actual selling techniques. When you think about the financial services industry, you realize that most investment firms use wholesalers to market their mutual funds, annuities or etf's. As Financial Advisors are quick to point out, a large number of those wholesalers range in the awful to poor range and detract value rather than adding. All in all, Drew Zinman has created a very effective methods to help wholesalers add value to their clients and increase their business. It helped me when I first got out on the field and is still helping me now. A MUST HAVE FOR ANY WHOLESALER!

This book is an exceptional training program for financial services wholesalers.:
This book should be mandatory reading for all external and internal wholesalers. After reading this book six months ago my territory sales have increased by 128%. The author has been a top producing wholesaler for over 10 years. The territory management and technical sales skills that are taught in this book allow wholesalers to work efficiently and effectively towards the goal of exceeding sales targets. The book is comprehensive in that it trains wholesalers on all aspects of the business. This is a must read for any veteran or aspiring wholesaler.