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Archives for March 2017

Unavoidable Truth: You Need to Get Your Teeth Kicked In

During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.

Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.

[Read more…]

These 10 Ideas Will Make Your Next Conference or Roadshow Far More Successful

Roadshows and conference speaking opportunities are not a new ideas.

But there are new ideas that help you have more successful roadshows, conferences and/or industry trade conferences.

[Read more…]

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