Quitting your job probably feels scary, and like you’re about to jump off a giant precipice with no end in sight. If you’ve invested a lot of time and energy into a company, you may also feel reluctant to leave, or even consider job hunting in the first place. While big career transitions aren’t something […]

It was a year very much split in half. We spent the first half doing what we had always done: working to find the right fit to every single job rec given to us. That’s right, every single job rec. That sounds ridiculous now that I type it out, but it is the truth: all companies. For the first 5 […]

Part of maintaining powerful growth as a company comes by building and retaining a team of top talent and continuing to grow and mold that team with time and experience—even when the forecast feels shaky. It can be difficult to remain positive if you’ve had a rough year, but if you choose to focus on […]

Back in my early days of wholesaling, financial product sales were generated by an Internal Wholesaler calling FA’s and an External Wholesaler visiting in person. That was really it. Then, a new era dawned: platform sales began to dominate and lots of the sales were generated by National Accounts gaining shelf space within the Broker-Dealers. […]

If you’re looking to build a stellar investment banking team, you want only the experts working for you. An investment team will help clients both buy and sell and uses their knowledge of markets and business valuation to killer advantage, in order to meet their clients’ needs. From fantastic interpersonal skills to marketing expertise, the […]