It makes me ill how callously people talk about ripping their clients off I don’t know of any illegal behavior, but will people push the envelope and pitch lucrative and complicated products to clients even if they are not the simplest investments or the ones most directly aligned with the client’s goals? Absolutely. Every day, in fact.

It makes me ill how callously people talk about ripping their clients off I don’t know of any illegal behavior, but will people push the envelope and pitch lucrative and complicated products to clients even if they are not the simplest investments or the ones most directly aligned with the client’s goals? Absolutely. Every day, in fact.

If clients don’t trust you they will eventually stop doing business with you. It doesn’t matter how smart you are.

I knew it was time to leave when I realized I could no longer look students in the eye and tell them what a great place this was to work.

Change is eminent, control is an illusion, but dreams are eternal. Believe in your dreams!

Getting an unsophisticated client was the golden prize. The quickest way to make money on Wall Street is to take the most sophisticated product and try to sell it to the least sophisticated client.

Before you can ever inspire, motivate, or influence, you must connect first.