by Jeremy Belfiore | Jun 24, 2020 | News
YOU, the Business Development Professional’s Role: I have spent 20-years in the financial services industry as a Business Development professional. Still, to this day I remember my journey in getting into the industry like it was yesterday. In late 2000, I was...
by Jeremy Belfiore | Mar 4, 2020 | News
Bringing in an outside consulting firm bring true value to your firm? Having been in the industry for 20-years, I have had the privilege of being a part of great broker-dealers. Throughout my time with these various firms, the organizations have brought in numerous...
by Jeremy Belfiore | Nov 20, 2019 | News
Where has the financial services industry gone over the last 20-years? I often reflect to when I first started in the financial services industry as a Business Development professional. Knew nothing about the industry, what I was doing, the many acronyms used,...
by Jeremy Belfiore | Oct 20, 2019 | News
Choosing the right broker-dealer for you and your clients I have spoken to 1000’s of advisors throughout my career and listened to each of them express why they are unhappy with their current broker-dealer and what they are looking for in their new broker-dealer...
by Jeremy Belfiore | Sep 23, 2019 | News
Having been a part of and knowing of many sales teams in the financial services industry I have experienced first-hand those teams that were successfully put together and those that were not. I have come to find it comical that sales managers believe that the more...
by Jeremy Belfiore | Sep 15, 2019 | News
September 15, 2019: To make a broker-dealer change or not to make a broker-change? Throughout my career in Business Development with different broker-dealers, I have always started off a conversation with a financial advisor by asking what they were happy about...
