April 23, 2011
I remember the first time we deployed laptops to our salesforce (yes, it’s a while ago) and began the training process. It quickly became evident that the team was divided into 3 camps. Wholesalers who embraced what was then the new technology and were eager to learn. Wholesalers that had a more difficult [...]
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July 22, 2010
In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.” According to the site: Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent [...]
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