Divide and Conquer: The Future of the Internal Sales Desk
Back in the day Sales desks were built as a one-size-fits-all model: Same job, same metrics — just different territories and wholesalers to support. […]
Will Technology Replace Wholesalers?
As robos elbow in on advisors’ business, wholesalers are also getting a hip check. My bet is that they won’t get knocked into […]
Margin Madness The cure for shrinking margins: Cut staff and budget. When the wind is at your back, increase staff and budget. When does […]
Where Is The Love?
Hey Joe, what’s the good word? Stan my man, how’s it going? Hey dude, what’s shaking? Still livin’ the dream? Yo Chris! Got a quick second […]
I Guess That’s Why They Call It The Blues
It’s cold, rainy/snowy and the holiday hangover just won’t quit. Is radio silence still the only song playing in your headset? Raise your […]