Sharpen Your Skills
Peter Klein is director of Advanced Markets and Underwriting at Secor Advisors Group, LLC. His more than 25 years of experience in capital markets, securities and banking encompasses both public securities and alternative asset classes, including life settlements. Peter.Klein@wcinput.com
For many small businesses, the days of slow-moving changes and long-term business niches are over. Even Fortune 500 companies are looking over their shoulders. Imagine... Read More >
Gary A. May, CLU®, ChFC® is a 14-year home office veteran in the financial services industry currently working in Agency Sales Support for Nationwide Financial in Columbus, Ohio. Gary.May@wcinput.com
It becomes less and less about you and more and more about your clients, your colleagues and your industry. Put some serious thought into what you can do to advance their interests... Read More >
Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
If we consider a simple definition of accountability as, “the ability to account for your own actions”- it seems surprisingly straightforward. But, accountability also involves Read More >
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