May 20, 2022
Our firm has a wide variety of experience levels – ranging from fresh college graduates and industry veterans. We have seen it all when it comes to techniques for pipeline management. Some financial professionals use yellow legal pads, others are excel wizards, and others fully immersed themselves in a CRM system....
May 5, 2022
In this episode, our interviewer, Joe Mallee, gets interviewed! Joe sits on the other side of the mic as PJ Shevlin, Managing Partner of The Tenth Dot discusses how his upbring molded his values in his personally and professionally and how he naturally gravitated towards leadership with the help of great mentors along...