Fidelity Investments is paying big bucks ($3.75 million) in fines for, among other things, playing with “little people.” Thirteen Fido employees accepted pricey presents from clients, including concert and Super Bowl tickets — and, of course, a crazy bachelor party with live entertainment. A 2003 bash featured a little person dressed in a superhero outfit allegedly tossed around by partygoers. Up, up and away …
Becoming a Rainmaker - Getting a Downpour of Serious Money
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.