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. […]
Words of Advice
Who Do You Need on Your Team to Succeed in Investment Banking?
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 […]