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…

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…
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