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Mar 21, 2017

How well do you network? Do you build reciprocal relationships that last years, perhaps a lifetime? If you have room to improve this vital skill, Joe Sweeney is here to help.

Joe Sweeney is a former owner and now a strategic director at Corporate Financial Advisors, LLC, a middle-market investment banking firm...


Mar 14, 2017

Often the loudest voice is the one that can't be heard by others. It's the voice that not so quietly plays inside our heads.

And if we're not careful that voice will consume and debilitate us.

Chris Spurvey is all about the sales mind-set. Chris is the author of It’s Time to Sell: Cultivating the Sales Mind-Set....


Mar 7, 2017

It's as old as humankind. It's a proven way to get your message heard and understood. 

So why don't we tell more engaging stories about our firms, our products and ourselves?

Rob Salafia is a speaker, executive coach and corporate storyteller. He combines two decades of experience as a top leadership development...


Feb 28, 2017

Always a rare opportunity to be able to speak to current and former senior leaders of the firms that we serve.

Specifically about great wholesalers...and those that have work to do to become great.

For the past 30+ years, Bill Edmonds has worked in the Financial Services industry, both as an Advisor and a leader...


Feb 21, 2017

Our business has many a slippery slope. Every day wholesalers are confronted with ethical temptations.

Opportunities and urges to "work around" legal and compliance best practices.

But at what cost?

Trust issues, leadership missteps and ethics problems can threaten any organization, impact market value and...