Network & Wealth
Six Years in Finance
Six Years in Finance
2018–2024 · 1,000+ conversations · Adviser & training coach
What it was
Debeka, MLP, my own firm: six years in which I ran over a thousand conversations — with clients, with the junior advisers I trained, and with partners in the network. That is the basis for the only service I offer in finance: knowing who is right for what. Technically I'm out of that field; the read on people in this industry stayed.
What stuck
After a thousand conversations you can tell within five minutes whether someone is selling a product or understands a situation.
- Advisory
- Training