What Advisors Can Learn From 'Conan the Contrarian'
Back in the day when individual investors bought stocks and bonds instead of mutual funds and ETFs, I knew an investment analyst in Seattle who looked at markets in a different way.
Stop Blaming Millennials for Bad Management
I am beginning to think that the financial advisory business is suffering not from a talent shortage, but from a management shortage.
Wealth Is Not a Niche
In the height of conference season, I have the opportunity to engage with hundreds of advisors on a variety of topics.
4 Factors for a Fair Deal
Do you wish to strike a deal for your firm? What sort of deal is best for you?
An Advisor’s Last Challenge: Bowing Out Gracefully
Advisors like to say that clients depend on them for everything, yet that doesn't always extend to how clients are served after the advisor departs.
Aligning With Your Message
When asked about their most valuable asset, advisory firm leaders typically laud their organization's people.
Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
John Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as “Zoom In-Zoom Out.”
The Price of Independence
What do you mean by independent? Using vague language makes it difficult for consumers to tell the difference between a zebra and a horse.
The Benefits of Reverse Mentorship
Age sometimes begets hubris, a state of exaggerated self-confidence based on the belief that one has seen it all. As the abridged quote from Proverbs says, “Pride goeth before a fall.”
Succession Planning: What Are You Afraid Of?
Here are some questions to help you identify the specific fears that are holding you back from preparing for your firm's future.