The national sales conference.
99% of wholesalers have attended/will attend theirs between December and February.
It’s a tradition carried on by countless firms over the last 117 years.
Archives for February 2019
Most Important Areas for Wholesaler Improvement (Hint: It’s Deja Vu All Over Again)
“It’s like déjà vu all over again.” ~ Yogi Berra
That’s what it feels like to read the most recent advisor survey results from FUSE and WealthManagement.com.
Same findings, different year.
One Wholesaler’s Innovative Approach to Getting Email Opened and Read
We’re cynical about email.
Like you, we get a ton of it (and send our own each week) and most do nothing to grab our attention.
Which is why a recent email we received is worthy of comment.
That Time I Outsourced Authenticity
It sure seemed like a great idea.
After all, I thought writing thank you cards to advisors was a bit of a menial task.
So, in year two of my wholesaling career, I decided to employ an assistant to write the cards.
