Tags: financial planning accounts

I Carry The Bag: Inaugural Issue • Summer 2010

by Rob Shore

Feature story: The Great Drop-in Debate. Is the drop-in relationship suicide, or a fine skill that, once perfected, will grow your practice? •Senior leader interview with Maryann Bruce, President of Aquila Funds Distributors. •The first ever piece from M2M, The Anonymous Internal Wholesaler. •Wine and food columnist Kara Newman takes the lid off of the inside secrets of sommeliers. •Do you dream of the things you will do in your life after wholesaling? Well, DeeAnne White did too. Perhap…