Oct 3, 2017
In our recent 2017 State of Wholesaling Survey wholesalers said that they need help with their follow-up process. So, how can wholesalers do a better job of follow up?
Our partners in Wholesaler Masterminds Schedulers have insights to share about how wholesalers can greatly improve their follow-up process.
Chris Dungworth is the Managing Partner at Ro Morrison and Associates, a concierge speakers bureau for the financial services industry, and has over 15 years of experience in the Financial Services Industry.
He can’t stand the thought of wholesalers engaging a speaker who over-promises, under-delivers and jeopardize the success and return on investment of a conference or roadshow. It drives him crazy when a wholesaler brings in a speaker and there is no focus on what should happen after the event.
He believes speakers need to focus on key takeaways and actionable strategies, and that the success of any event is determined by the pre- and post aspects of the event, not just the event itself.