Category: managers

December 15, 2010February 1, 2024attitude, communication, customer service, managers, marketing, passion, sales, service, transparency

What Is Your Why?

December in the financial services business, perhaps all businesses, always provides for a time of reflection. If you’re like me, you are […]

July 6, 2010February 1, 2024coaching, communication, managers, social media, wholesalers

FYI: Txt AYOR. K?

So Apple launches its newest category killer, the iPhone 4. Sprint counters with the HTC EVO 4G. You, as a technologically advanced […]

June 20, 2010February 1, 2024candor, coaching, customer service, managers, service

Are We In A Permission Based Employment World?

Early last Thursday morning I was shooting a promo video for I Carry The Bag in Laguna Beach with my able bodied […]

April 13, 2010February 1, 2024coaching, communication, managers, sales, transparency

So, I’m a Pack Rat

There I said it. And since I like to save important items, both personal and business, it would stand to reason that […]

April 1, 2010February 1, 2024coaching, communication, experts, managers, wholesalers

Great Mentors Make For a Great Career

This week I had the opportunity to interview a long time industry leader and President of a fund distributor for the upcoming inaugural issue […]

March 17, 2010February 1, 2024communication, managers, sales, service

Are You a Noun or a Verb?

Today I received an email from Vanguard Investments that contained a video from their Chairman Bill McNabb. In the video he spoke […]

March 10, 2010February 1, 2024attitude, customer service, managers, service

Do Mama D Proud

As I have written before my family is originally from New York, and as a descendant of The World’s Greatest City I […]

February 19, 2010February 1, 2024coaching, communication, managers, passion, wholesalers

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 […]

February 10, 2010February 1, 2024listening, managers, sales, wholesalers

Strategic Listening? Yeah, yeah, yeah, got it, got it, got it

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 […]

February 8, 2010February 1, 2024candor, managers, miscellaneous, sales, transparency, wholesalers

Looming Turnover in Financial Services Jobs Will Spell Trouble for Employers

The month of January saw a flurry of informative surveys about the state of the employee union. Ignites reported new research from […]