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10 Reasons Why Many Dislike Doing Financial Sales to Consumers

10 Reasons Why Many Dislike Doing Financial Sales to Consumers Sales is not an easy job.  Financial sales is even tougher.  Since it involves numbers,...

8 Reasons why customers don’t understand the value of Wealth Managers

8 Reasons why Customers don't understand the value of Wealth Managers How often do you hear from customers: "Your fees are too expensive, your rates are not...

Reality Check I : So you got your new job...

Reality Check I:  So you got your new job as a Relationship Manager.  What is next? No. 1 How long would you really be staying...

What does a Relationship Manager Do?

What does a Relationship Manager Do? Ever wonder what a Relationship Manager does in the bank?  Or you have lost track of what you were...

8 Reasons Why Building a Portfolio is Tough in Asia

Why building a Portfolio is tough in Asia. Portfolio Diversification – Is a Difficult Task Diversification in portfolio management is important. The modern portfolio theory says...

A Fun Day in Wealth Management Sales

No. 1 - Introducing Products In Retail Banking Typical Retail Wealth Management Products: Insurance-Linked Products Unit Trusts Structured Products Customer: I don’t like Insurance and I...

5 Wealth Management Jobs where you get to Trade often

5 Wealth Management Jobs where you get to Trade often   No. 1 Stock Broker / Dealer / Remisier The Broker gets to buy & sell stocks...

10 Trading Quotes from the 5 Greatest Traders of All-Time

10 Trading Quotes from the 5 Greatest Traders of All-Time   Jesse Livermore (1877 - 1940) An American Trader who built his fortune to $100 Million. In...

Margin Call

Margin Call Movie Clips 9 Clips – Movie | Thriller – 2011 Film Description: Investment-firm analyst Peter Sullivan (Zachary Quinto) uncovers sensitive information that could easily plunge the entire business into...

How to survive as a Personal Banker?

How to survive as a Personal Banker? 50% of Personal Banker quit in 9 months. That is disturbing statistics. After all the pain and glam of...