Financial Sales and Building Clie...

Financial Sales and Building Client Relationships - Carl Peoples

Next Time Around - Lessons Learned from Beyond B-School by Bressel-Wilder - Fletcher - Klenke
E7
Apr 19, 2022
01:11:28

Episode notes

Goldman Sach's Private Wealth Managing Director Carl Peoples discusses his career path in financial sales, transitioning to building a book of business in Private Wealth Servoces, and selling discipline. In his journey he's learned that taking a moment to breathe, "everyone here is smart, but so am I" and that he belongs.

Keywords

sales management
investment banking
private wealth services
selling
client relationships