Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet there were more than a few folks that really have a thing or two to learn about great wholesaling at a conference.
Here’s list of 5 things to not do in your booth at your next conference: [Read more…]
What skills will it take to achieve your best year yet?
Here’s 17 worthy of serious consideration.
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.
An old friend, former wholesaler and current senior leader at a large mutual funds distributor called me today to share a story.
Back in 2003, at a Portland Trailblazers home game, Natalie Gilbert was called upon to sing the national anthem.
And for any 13 year old young lady this surely had to have been an honor.
Until it went very wrong.
