Category: Uncategorized

Uncategorized

Think Like a Bank

People come to me for different reasons.  One recent encounter was when a couple received an inheritance.  It wasn’t huge, maybe $50k, but they wanted

Career Day Dilemma

I recently spoke at my son’s school for career day representing financial advisors.  The other guy presenting is an airline pilot.  I was sweating how

Searching for Value in Financial Services

Rolex or Timex?  Same number of syllables, big difference.  Both tell time, but one carries a status.  Financial advisors sell both a service and an

A Second Walk Down Memory Lane

My first post dealt with my dislike of commission sales and getting my feet wet in the industry.  I learned how hard it was to

My First Walk Down Memory Lane

One of those silly little goals I’ve always had was to have head-cut photo in the Wall Street Journal. That’s the sketch-type drawing at the

How The Industry Was

Welcome to my blog all things financial services.  Since this is my first blog post, let me introduce myself.  My name is Jon Zetlmaier.  I