In the pro shop of a Florida golf course, I was introduced to a man who, I was told, was worth more than $100 million. I was there to try to entice him to invest in a Reg. D offering I was then representing as it...
Iam intimately familiar with the concept of consultative selling. Back when I was peddling a large-cap core manager as a wholesaler, I tried to fashion myself into just such a person, a consultant, a real go-to guy...
I know, I know. You brokers never chase the hot dot. You create detailed financial plans and stick to them. You wouldn't dream of letting short-term market direction fads dictate your clients' long-term strategies...
If there is one thing lower on the food chain than a broker, it's a wholesaler. As a managed account wholesaler, my job was to drag myself (and pounds of propaganda) around the country, trying to squeeze in as many...
