10 Steps to Success for wholesalers in 2024

Define your annual goal and then break it up into a weekly goal both in terms of appointments and sales

Retain your top 60 reps. Send them a handwritten letter telling them how important their business is to you and how you are willing to help them in any way to continue to earn their business

Bring on 25 new reps each from the 3 most substantial firms in your territory

Double the amount of time you spend with your top 60

Identify 20 new reps that can do $1 million in sales and overwhelm them. These are producers that you already have but a currently doing less than $500,000.00

Focus on 50 additional new prospects

Create 4 events on practice management, one each quarter, where you ask your top producers to bring a colleague to the event

Team up with your mutual fund counterparts to help producers create a portfolio protection plan for 2024

Help the financial advisors with their top New Years Resolutions for 2024

Become Relevant and Add Value. Let your clients know that you are the best wholesaler in their area to partner up with and why!