Online Presence Supports Referral-Selling
In yet another sign that the sales process continues to evolve, Merrill Lynch Wealth Management banned broker trainees from making cold calls. The 50-year practice for sales trainees to prove…
Welcome Aboard, Ayla Starr
All of us at TRG are excited to welcome a new colleague, Ayla Starr. She is bright, confident and capable. She’s also concerned for the well-being of others. That’s something…
Helping Boards Get Up Out of the Weeds
The old saw goes that board members can be categorized into one of three roles: Worker, Wisdom, Wealth. Whatever their make-up, many boards struggle with being pulled down into the…
In customer service, expect the unexpected
My friend Vicky is a terrific communicator, whip smart and always sharing her personal and professional experiences with me from which I have benefitted greatly. In a recent conversation, she…
Now Hiring: Assistant Account Executive
We are currently looking to fill an Assistant Account Executive position at our company. The role description can be found below or downloaded here as a PDF. ASSISTANT ACCOUNT EXECUTIVE…
What I learned as an intern during COVID-19
Morgan Markgraf is a third-year Business Marketing student at Wisconsin Lutheran College with plans for early graduation in May. We recently asked her to share her thoughts about interning with…
