Research Magazine August 2007

Features

  • Machiavelli to Macbeth

    "When taking a state, a conqueror must arrange to commit all his cruelties at once," writes 16th century Italian political philosopher Niccolo Machiavelli, "but benefits...

  • Portrait of a Rookie

    Jerry's Famous Deli, a popular TV and movie industry hang-out in Los Angeles' San Fernando Valley, is jammed every lunchtime. Right next door, on bustling...

News

Voices/Columnists

  • Success in Profiling

    Let's define "profiling" as the process of gathering data about someone (ideally a current or prospective client) in sufficient depth to understand where they are...

  • Pain-Free Wealth Management

    Inspiration often appears in the strangest places. For me, it recently revealed itself at my son's dentist appointment. In order to cure a watermelon-sized abscess...

  • A Winning Team

    One of my old mentors had a favorite definition of "T.E.A.M." -- Together Everyone Achieves More. Holding true to this mantra over many years played...

  • The Art of the Referral

    Recently, after listening to me speak about the referral process, several advisors privately admitted that although they work by referral only, they could not recall...

  • Small by Design

    As we confirm our lunch appointment, Ted Charles comments on the famous selection of wine at 21 Club. We commiserate with one another that we...

  • What's Good for General Motors

    When Chrysler, the No. 3 Detroit automaker, was teetering on the brink of bankruptcy in 1979, the Carter administration stepped in with $1.2 billion in...