Every week, I get one or two calls from industry friends asking me for the same favor – “Hey Jeff,…
Over the past summer, I had the pleasure of earning my MBA, and one of the most impactful takeaway lessons…
The average annual redemption rate for a mutual fund is approximately 30%, which means you wake up every January 1st…
So, evidently, my last blog caused quite the stir-up when I suggested that the activities and roles of wholesalers were…
Most people in “sales” within the Asset Management industry probably started out working on an internal sales desk. You were…
Over the past few weeks, I have had the opportunity to speak with dozens of Financial Advisors and dozens of…
This past Saturday, the annual Barron’s Mutual Fund rankings came out. I used to joke with a former colleague that…
In 1993, I was hired as the “gatekeeper” of the largest Independent Broker-Dealer in the US – Royal Alliance. Every…
The first “big” promotion in my career was becoming the National Sales Manager (Financial Planners) for Zweig Mutual Funds in…