August 12, 2009
10 years ago, in January 1999, I wrote a memo to a new sales organization that I was starting. It was designed to set the baseline for how we would carry ourselves and face off against customers. It was written for a team of financial services wholesalers. These rules became the foundation for developing the [...]
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August 6, 2009
Monday was the start of a new Wholesaler Mastermind group. The members all work for the same company and this firm has, like many firms, had to deal with the media dragging them through the mud. As we discussed a host of topics, we dialed into “how do you choose to communicate with clients when [...]
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