Meet the Expert
Doug Ireland
TrustedPeer Expert, TrustedPeer, Inc.
- 30 years of private client sales management with Barclays Wealth Americas and Lehman Brothers
- Managing Director of San Francisco/West Coast wealth management
- Head of Fixed Income Sales in Asia for Lehman Brothers
Meeting Packages from $400
Your Meeting Package Includes:
- All 7 Best Practices
- Pre-Meeting Discovery Process
- One-on-One Call with Expert
- Meeting Summary Report
- Post-Meeting Engagement
Building an Individual High-Net-Worth Franchise for Financial Services Firms
TrustedPeer Expert, TrustedPeer, Inc.
Resources
- Website of Jim Collins, author of "Good to Great"
- Website of Daniel Pink, author of "Drive - The Surprising Truth About What Motivates Us"
- Website for "The Investment Answer," by Daniel Goldie and Gordon Murray
Building an Individual High-Net-Worth Franchise for Financial Services Firms:
Resources
Expert Topic