Are you gunning for a promotion?
Perhaps you are an internal who desperately wants to get to the outside.
Maybe you’re an external who wants to get into management.
How about a divisional that has their sights set on senior management.
Archives for June 2012
What Do Advisors Need From Wholesalers? – Frank Maselli
The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
How Can Wholesalers Generate More Advisor Referrals? – Bill Cates
Most wholesalers say that they wish they could generate more business through referrals.
Yet most never ask.
Why is that?
8 Ways Wholesalers Succeed With COIs
While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.
The scope of our learning was broad.
Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager: