February 2010

Why Wholesalers Leave the Firm

Yesterday I had a chance to sit in on a conference call by Advanced Sales Corporation that reviewed some of the findings of the 2009 Wholesaler Survey done in partnership with Cerulli Associates.

Knowing that at the time the survey was being conducted the industry was in the throes of tremendous upheaval, the findings still revealed a host of information about the state of financial services wholesaling.

One chart from the survey results stood out for me: Reasons Why a Wholesaler Would Leave a Firm.

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tagged as Advanced Sales Corporation, Cerulli Associates

We Is Not Me

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In this video Tom Peters makes a bold claim – and one I agree with. Strategic listening is more important to an organization’s success than a strategic plan.

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Covering All The Angles

Was in San Francisco this past weekend and stayed in a room at the Hilton San Francisco with a great balcony that afforded a sweeping view of the city. From the 280 freeway on the south all the way to Coit Tower to the north. The view from 44 floors up was beautiful. And as I usually [...]

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