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Monthly Archives: November 2022

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Is What Andy Sieg Says the Truth or Tea Leaves? 

Article: RecruitingBy TGGNovember 22, 2022

Understanding communications and signals has become something important for us all to understand in day-to-day living, in dealing with media, and now in our own jobs. In this article, we focus on what Andy Sieg at Merrill Lynch has being saying under the umbrella of Bank of America and Brian Moynihan. Before we do, let’s…

CTP or CCCP? Either Way It’s a Disaster – Brian Neville and Roger Gershman – A Podcast for Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 22, 2022

Private Banking Models Versus Traditional Brokerage Models! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 16, 2022

This podcast is about private banking models versus traditional brokerage models. There is essentially a philosophical and economical war between models. You have on one hand the JP Morgan, the US trust the Citibank, the BoA model. Versus the Morgan Stanley the UBS, the Wells Fargo, Merrill Lynch, Stiefel, Nicholas and Ray J model. So…

Why Would You Ever Consider Leaving Your Firm In A Tough Or Bear Market? Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 8, 2022

Today’s podcast is about why would you ever consider departing your firm in a tough or bear market? Mean, frankly, it’s never a good time to exit. I mean, think about the last few years, I mean, the businesses have been booming and advisors to bring on new clients and bring on new staff. And…

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