How Does This Movie End?
It seems to me that all the preaching about succession planning is having the opposite effect on those we hope will get the message.
Compensation Golden Rule: Money Can’t Buy Happiness
One of the biggest mistakes that managers make is using money as a substitute for active management.
Stop Bullies From Trashing Your Firm
Bullying in the workplace takes many forms. It undermines an organization’s culture, inhibits productivity and causes costly employee turnover.
Tibergien: The Rise of Super Ensembles
In some respects, bigger is indeed better when it comes to financial planning firms.
Tibergien: Act Like an Owner
When asked why a certain individual was not promoted to partnership, advisors frequently respond “because he or she does not act like an owner.”
Remembering Lucretia Mott: Where Women in Financial Services Stand Now
While women in America continue to be underestimated and underappreciated, those in the workplace—especially in financial services—are now in the unique position of calling the shots.
Tibergien: Sharpen Strategy to Fulfill Your Firm’s Vision
If your practice is one that is not growing or evolving, chances are the seeds of its destruction were planted long ago.
Risky Business: How to Protect Your Firm From Wire Fraud
Someday soon an advisor will have to declare bankruptcy because he cannot cover the losses incurred in a fraudulent third-party wire transfer.
Client of the Future
Take note: Investors under 50 hold almost as much wealth as those over 50.
Do Incentives Really Motivate People?
I get a twisted kind of pleasure when good arguments cause me to reconsider my long-held beliefs. The recent book by Clayton Christensen, “How Will You Measure Your Life?” spurred such a transformation.