Always a rare opportunity.
To be able to speak to current and former senior leaders of the firms that we serve.
Specifically about great wholesalers…and those that have work to do to become great.
Archives for February 2017
Wholesalers, Are You on the Ethical High Road? with Frank C. Bucaro
Our business has many a slippery slope.
Every day wholesalers are confronted with ethical temptations.
Opportunities and urges to “work around” legal and compliance best practices.
But at what cost?
One iPhone Hack That Will Save You a Ton of Time
Every day you craft emails that are repetitive.
And, if you are like many wholesalers, you retype each one.
Stop the insanity!
Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
What Do The First 7 Seconds Say About You? with Sylvie Di Giusto
One…two…three…four….five…six…seven.
It only takes 7 seconds for a person to form an impression of you.
What do those seven seconds say about you?