General Wholesaling

What’s Your Motivation?

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.

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.

Yes, the job is demanding.

Yes, the job is stressful.

Yes, it’s a job that is unparalleled when effort is measured against income.