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Sep 27, 2016

It seems that weekly our financial services sector is the topic of another unsavory story.

In fact vilifying Wall Street, and those that work on it, has become sport.

Our guest this week addresses this phenomenon and offers insights into how we transform our sector.

Kim Ann Curtin is the author of Transforming...


Sep 20, 2016

Another suit, in another office, carrying another briefcase.

Those were the words of a wholesaler dying to swim out of The Sea of Sameness.

Our guest this week gives us straight talk about how to do just that.

Tim McCormick has created a proven Game Plan for success in the business world that focuses on the...


Sep 13, 2016

Your long-tenured PM is leaving the firm. The rider that advisors have been selling the heck out of is going away. Your new business processing is delayed by 10 days.

All bad news - and all messages that are no fun to deliver. 

Which is why Steven Gaffney is here to visit with us in this episode.

Steven is the...


Sep 6, 2016

Kill the squirrel. Clean your own bathroom. No one is going to die. 

These are just three of the topics that we dive into with our special guest in this episode as we discuss his newest book, attitudes on business and being relentless.

Jeffrey Hayzlett is a primetime television host of C-Suite with Jeffrey...