How Advisors Can Use the Lehman Method to Build Their Businesses in Turbulent Times

Potof GoldRoy blumenthal

Rookie brokers at the old Lehman Brothers were required to call their clients whenever their stocks were down. This crucial rule enabled them to rapidly build businesses that were the envy of Wall Street. Click here to read more on how this worked in my article On Wall Street.

Photo: Roy Blumenthal


About Mark Elzweig

I am an executive search recruiter with an inside track on financial advisors, the asset management industry, and Wall Street. My work has appeared in numerous publications including On Wall Street,AdvisorOne, and Fund Fire. Journalists regularly seek me out, so you catch my bon mots in The Wall Street Journal, Research Magazine, Reuters, and more. You can follow me on Twitter @elzweig or you can reach me directly at 212-685-7070 or
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