It Speaks for Itself – Behind the Scenes at a Big Brokerage Firm

At my former employer, a big brokerage firm, we would have mandatory sales meetings each month to discuss what products Mother Wells wanted us to push that month. 

Below is my journal entry on April 4, 2016 – the day of my last monthly sales meeting:

“I do not belong there.  [Name of Regional Vice President] asked, “Why did you get into this business?”  I thought, “To help people.”  He loudly answers his own question – “TO MAKE MONEY!”  and then went on to tell us to expand our product offering.  He wasn’t talking about financial planning strategies or the best way to help our clients, but rather what products we should sell.”

Res ipsa loquitur.  It speaks for itself.