The Sweet Spot between Wall Street and Main Street

The ultimate goal for a financial professional is to land in that sweet spot between Wall Street and Main Street. Wall Street being your technical ability as a financial professional. You understand your client’s evolving needs and you deliver an unrivaled world-class process. Main Street is managing the people, managing the relationships, and placing as much importance on both is what separates the best from the rest…

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For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com