Archives for 2017

2020 UPDATE: This One [Other] Chart Should Scare The Crap Out Of You

Brand new data.

Same old story?

It’s bound to happen at some point.

Your superstar PM abruptly resigns.

Your firm’s rating takes a major downgrade.

Or, heaven forbid, a scandal plasters your name across the front page of the industry trades.

Whoa – what a ride it’s been.

Since the market bottom on March 9, 2009, the S&P 500 is up roughly 450 percent.

Big game hunting.

In our world it’s the ‘corner office’ advisor, the object of every wholesaler’s affection.

And if you are able to successfully bag a partnership with this most elusive producer you can change the trajectory of your practice.

The question is: how do you do it?

See the image of the iPhone lightning cable?

It tells a remarkable service story.

One our guest this week knows all too well.