Introduction

Managing financial services professionals is one of the best, worst, positive, negative, lucrative, under-paid, careers that exists on the planet. The minute that a significant portion of your pay comes from the revenue generated by others as opposed to revenue you generate from your own clients – like it or not – you are a manager. This is a lonely career. Friends are in short supply. This site is just arrogant enough to believe that maybe this site can be a friend for you.

The site is divided into four sections:

  1. Real world case studies – Here we take your actual experiences – the good, the bad, and the ugly, and publish them for all to see and learn from. NO one says the way the contributor did things is the way you should handle the situation. Hell, you might think the ending is totally wrong, out of date, or totally stupid. Fine. The contributor might even agree with you given enough bourbon. At least you got one perspective. Got a story to contribute? Email them to ManageIA2@gmail.com. It will get published. Anonymously.
  2. Things change or do they? Look at this section when you have some down time. If you don’t have any downtime, you have a problem we can’t solve. Fix it. These are all book excerpts from other people’s work. Try to read through it without peeking at the end to see if you can figure out the date of publication. You decide if things are different now. You can do it. We believe in you. Probably.
  3. Humor. No doubt you have bad things happen. TFB. The editor thinks these pictures are funny and might brighten a POS day if only for a minute. Found any cartoons or memes related to the business you like? Send them in to ManageIA2@gmail.com. Warning: the Editor thinks Dilbert was created in his firm. Of course the Editor drinks too much too.
  4. Moronic Memo of the Month: If you work for anybody else, they send out memos, blast emails, alerts, and all sorts of blather. 10% are useful. 25% actually try to make your life miserable. 50% are regulator driven. 100% are well-intentioned. Then there is the 1% that are positively moronic. Send them to ManageIA2@gmail.com. The editor will delete names of people and firms. You’ll figure out why they’re moronic. If your memo is selected you don’t get squat but you will have the satisfaction of showing the world that everybody has to deal with the morons.
  5. Other resources: Want more stuff to read? Here’s some links.