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Thursday July 29, 2010

Paul Calendrillo has held senior positions with Merrill Lynch, Citicorp, PaineWebber, and NatWest Bank. He is presently President of the Excellence in Practice Enterprise.

Through Paul’s signature coaching program, Breaking Barriers, successful Financial Advisors have sustained long-term increases of 20% or more in their production, and more importantly, enhanced their professionalism.

Paul began his career after leaving New York University where he earned a masters degree. He joined Merrill Lynch as an Account Executive, and after eight years was promoted to the position of Senior Training Consultant. During his tenure at Merrill, he trained thousands of Financial Consultants as well as a number of branch managers. He moved on to become a member of the American Stock Exchange, Senior Trainer at Citicorp, Manager of PaineWebber’s Management Development Program, and Director of Investment and Sales Training for NatWest Bank.

Through Paul’s leadership, EPE has built solid relationships since 1997 with some of the most respected financial services organizations in the United States. These institutions rely on EPE to design and deliver productivity improvement programs of the highest quality.

Reposition Your Business and Get Immediate Results

Friday, July 31st, 2009

Current market volatility and a lackluster but improving economic climate have ironically created an excellent sales opportunity for those who know how to turn a huge negative into an enormous positive. Advisors who go back to their “A” book of business in the right way, are receiving an immediate jump in production, but more importantly, [...]

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