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A book on my to-read list is titled "Getting Naked". No, it's not a graphic sex novel. It was given out as part of a training session I attended a couple years ago. The presentation related to this book was focused on professionals in sales roles figuratively stripping down and exposing why it is they do what they do.
I was attending this two-day event with my point-of-sale (POS) wholesaler colleagues who work within the same institutional distribution channels. The presentation was fantastic! Thankfully I had reached a point in my career I could quickly answer the question "Why am I an insurance wholesaler?" But had I ever shared that answer with the advisors I work with? Of course not. It hadn't even occurred to me to share it proactively. And here I am embarking on a new chapter in life and career and I'm still not proactively sharing the answer. To kick off 2019, here's my why...
Early in my career I recognized that knowledgeable and appropriate use of insurance solutions was not reaching every day American families. After considering the impact I could have as a retail advisor I decided to be the behind-the-scenes expertise helping a wide array of professionals who trust me to help them positively impact their clients and families. As a wholesaler, the impact I have on the financial security of everyday Americans is far broader!
Whether you're an insurance agent, accountant, financial advisor, attorney, investment manager, financial planner, stock broker, client, consumer, policy owner, beneficiary, trustee, or anyone who might be in need of knowledge I possess, ask away. If I can help you appropriately use insurance solutions, I will do my best to do just that.