Do You Play to Win—or to Not Lose? (Harvard Business Review)

How to Make Sense of Sales Force Turnover (Harvard Business Review)

The One-Minute Trick to Negotiating Like a Boss (Harvard Business Review)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

Twitter Tips For Advisers (WSJ)

Productivity Tips For Advisers (WSJ)

Attending a Conference? 6 Tips for Making the Most of the Experience (Wealth Management.com)

Become a Powerful Business Presenter . . . No Excuses (Business Week)

How to Deliver a Powerful Presentation Opening (Business Week)

A Rise in Requests From Brokers to Wipe the Slate Clean (New York Times)

FINRA to warn investors on alternative securities (Yahoo! Finance)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

B-D execs up in arms over The Hartford's VA plan (Investment News) - Say considerable legwork required to ensure that clients don't lose living benefits; litigation a big concern, too

Advisor Trend Monitor: Advisor Perception of Wholesaler Value (Wealth Management.com)

Advisors Scramble to Meet Wealthiest Clients' Insurance Needs (Financial Planning)

Top RIAs by Largest Account Size (Wealth Management.com)

Largest RIA Employers of Advisors (Wealth Management.com)

How Financial Advisors Can Build a Relevant Twitter Following (Wired Advisor)

Build a Powerful LinkedIn Strategy with These 3 Steps (Wired Advisor)

The Rules of Wholesaler Networking – Michael Goldberg (Wholesaler Masterminds)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

Wirehouse Advisors Most Receptive To Asset Management Pitches (Bank Investment Consultant)

Why Clients Fire Advisors (Financial Advisor)

Mining The Annuity Distribution Opportunity (Annuity News.com)

Advisor Headcount Forecast To Drop Through 2016 (Financial Advisor)

Advisor's Daring To Be Different (Financial Advisor)

You’re overpaying for money management (MarketWatch) - Commentary: Does your adviser charge more than an actively managed fund?

Active ETFs Face Uphill Climb, Cerulli Says (Bank Investment Consultant)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

The 2013 Broker-Dealer Presidents’ Poll (Advisor One) - The more things change, the more they stay the same for our 2013 BD Presidents' Poll respondents

Broker-Dealer Reference Guide (Advisor One)

The Best Way To Get Referrals (WSJ.com)

What to do when your fund changes managers (Market Watch) - Commentary: When to “buy the fund” and when to “buy the manager”

30 Must-Have iPhone Apps For Frequent Flyers (Forbes)

Top 50 Annuities (Barron's) - The once-dominant variable annuity is getting a bit of competition from cheaper iterations. These stripped-down products offer some surprising advantages, though.

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

Outgrowing Wall Street? (Wealth Management.com) - the number of boutique advisory firms will rise in the years ahead, according to a new thought piece by Boston-based Cerulli Associates.

What It Means to Be an Advisor (Advisor One) - Roundtable discussion of top reps turns to honest airing of views

The Art of Being a Gracious Advisor (Wealth Management.com)

FINRA to Consider Broker Compensation Rules in July (On Wall Street) - Rick Ketchum, CEO of FINRA, said that the regulator will make recommendations at its July board meeting on a proposed rule to require brokers to publicly disclose the compensation they receive when switching firms.

Citi Drives Effort to Pair Bankers and Advisors (On Wall Street)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

Is This Why TED Talks Seem So Convincing? (Priceonomics.com)

LPL hit with largest Finra fine ever for e-mail case (Investment News) - Brokerage agrees to pay $7.5M to settle charges it failed to adequately oversee 28 million e-mails over a four-year period

Hartstein's Next Performance will be in L.A. (MFWire.com)

Bank Wealth Management Income Hits Record High in 2012 (Financial Planning)

FINRA Won't Drop BrokerCheck Link Rule (Wealth Management.com)

YOUR PRACTICE-Five Tips for Effective Client Meetings (Wealth Management.com)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com)

Hancock Names New President (Bank Investment Consultant)

Trailing Production Prevails in Bank Advisor Pay (Bank Investment Consultant)

9 Myths of Breakaway Brokers Becoming RIAs (Advisor One)

Morning Call: Clients Hire Advisers for Trust, Fire Them for Performance (WSJ.com)

Sales, Distribution Will Drive Next Round of ETF Growth: Report (Yahoo! Finance)

6 Ways To Keep Your Clients Yours (Wholesaler Masterminds)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com)

Just How Useless Is the Asset-Management Industry? (Harvard Business Review)

Five Everyday Leadership Traits of Elite Advisors (Wealth Management.com)

Execs on their favorite finance apps (Market Watch.com) - How financial executives use their smartphones

Guardian Hires Three Wholesalers (MutualFundWire.com)

CFP Board Aims to Increase Female Planners (Bank Investment Consultant)

How Advisors Can Stand Out From the Crowd (Bank Investment Consultant)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)

Brokerages 'extincting' themselves with recruiting wars, treatment of new hires (Investment News) - Brutal hours, tough regimen see trainees washing out while industry greys; 'watch out for dogs'

Who Will Sell Mutual Funds in the Future? (Money Management Executive)

Brokers Go Gray as Youth Stays Away (On Wall Street)

Affluent Turn to A-la-Carte Advice (WSJ.com) - Relying more on online tools, middle class investors are turning to financial advisers less often-and using advisers who charge a la carte when they do

Q&A: Morgan Stanley’s King of Tweets (Wealth Management.com)

Blazing the Social Media Trail (Wealth Management.com)

Wholesaler Briefcase is now on Twitter. Follow us here. (Twitter.com/WholesalerBrief)