Client Service
Brokerage Ops
Are You Special?
Before you answer, think about how special you want to be.
September 23, 2015
Brokerage Ops
Making Technology Fit
Our biggest opportunities are our own vulnerabilities as an industry.
July 27, 2015
Industry
The Cowboy Culture
The cowboy culture defines the ability to sell as the ability to lead. Whose cra...
June 2, 2015
Brokerage Ops
Stop Playing Defense
We’ve become pretty efficient at being inefficient.
February 23, 2015
Industry
Are You a Bad Person?
Bad reputations start at the top. The crisis-damaged profile of financial servic...
January 22, 2015
Brokerage Ops
About to Pass You By
Outsiders are entering our business and using technology, intending to destroy u...
December 1, 2014
Brokerage Ops
Two Small Steps for Brokerkind
These two inexpensive, off-the-shelf technologies will make your life a lot easi...
October 27, 2014
Brokerage Ops
The Computer Revolution Is Over
Brush away the hype, the blaring indie rock and the disco balls. It’s clear we...
September 30, 2014
Brokerage Ops
The Big Picture
Program business digs into the small details to create some big numbers. While s...
August 28, 2014