Trifecta of a Successful Wholesaler

Episode Summary

In this 3-part coaching conversation, we delve into "The Trifecta of a Successful Wholesaler," focusing on the critical pillars of visibility, reputation, and performance. While we can’t control product performance, we can—and must—control our professional visibility and reputation with relentless focus and passion. When these elements align with top product performance, the results can be life-changing. Join us for this three-part series between ESA CEO Mitch Santala and veteran-wholesaler-turned-coach Darren Cde Baca, as we discuss strategies to elevate your visibility and reputation, ensuring you maximize your impact and success in the financial industry.

 
 

Here’s a Tip & Trick

 

Prepare Your Data Like a Chef

Mitch Santala, CEO of Executive Scheduling Associates, draws a clever comparison between world-class cooking and effective scheduling. Inspired by celebrity chef Bobby Flay, Mitch highlights the importance of using "fresh ingredients"—in this case, up-to-date and accurate data—to craft a top-notch calendar. Just like in the kitchen, clean and current data ensures efficiency and success in scheduling, making it a true recipe for productivity.

 

Meet the Coaches

 
Darren Cde Baca with DCB Strategies, offering business coaching to Financial Wholesalers

Darren Cde Baca

Darren with DCB Strategies provides 40 years of sales management expertise through individual coaching. His effective strategies enrich your career as a financial wholesaler, aiding you in achieving your goals.

Visit dcbstrategies.com

Mitch Santala, CEO of ESA, offering business coaching to Financial Wholesalers

Mitch Santala

Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.

Contact ESA

 

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