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Archives for September 2016

Five Ways to Become a More Conscious Capitalist with Kim Ann Curtin

It seems that weekly our financial services sector is the topic of another unsavory story.

In fact vilifying Wall Street, and those that work on it, has become sport.

Our guest this week addresses this phenomenon and offers insights into how we transform our sector.

[Read more…]

The Wholesaler Who Stopped Learning

It happened over lunch with Mike.

Seems his brother Jake sells commercial insurance.

He has created a focused and tight niche directed at commercial divers. The guys and gals that weld, for example, gas lines in the middle of the ocean.

[Read more…]

Never Be Average Wholesaling with Tim McCormick

Another suit.

In another office.

Carrying another briefcase.

[Read more…]

Sushi, Sake, See Ya! – A Lesson For Sales Leaders

If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain that my choice for a last meal would be sushi.

Ever since my introduction to sushi in 1978, we have had a deep and meaningful relationship.

During the early 2000’s my favorite hangout was a local place in Dana Point called Gen Kai.

[Read more…]

4 Key Elements to Delivering a Difficult Message with Steven Gaffney

Your long-tenured PM is leaving the firm.

The rider that advisors have been selling the heck out of is going away.

Your new business processing is delayed by 10 days.

All bad news – and all messages that are no fun to deliver.

[Read more…]

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