General Wholesaling

Use Your iPhone To Stay More Focused In Advisor Meetings

You’re in an appointment.

You forgot to silence your phone.

And your briefcase or pocket starts ringing/vibrating!

It started with our Sunday Night Email.

And the concepts of extrinsic and intrinsic motivation.

While writing What’s Your Motivation?, we knew we needed a survey to learn more about what makes wholesalers, circa 2019, tick.

Understanding the emotional drive of a character.

It’s central to an actor’s performance.

Famously, Alfred Hitchcock was asked by an actor, “What’s my motivation?”

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.

“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.

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.