This week, I had an enlightening conversation with a financial advisor that I think we can all learn from. When I asked him about his interactions with salespeople from competing firms, he said something that struck me: “I try to limit my partnerships.” He emphasized the importance of not just having solutions that work for his clients, but also cultivating meaningful relationships with the people he collaborates with.
But then came the kicker. He described a new outside salesperson he met as a J.A.G. — a term used in the sports world to describe someone who is “Just Another Guy” (or gal). In the sales world, that’s a label we all want to avoid.
What Does This Mean for You?
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