Advisors in Pursuit of Happiness
Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
Three Ways to Build Relationships: Advice From 400 B.C.
Although Rich Babjak of World Equity Group counsels advisors not to start a program of giving back for the sake of pulling in more business, his own good work has brought him several good clients.
How Doing Good Can Help Advisors Do Better
Giving back can have a positive effect on personal satisfaction, resilience and productivity — yours and your team members’.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Be Sensitive—Especially With Minority Families’ Cultural Differences
Demographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.
Thriving in Tomorrowland: How Advisors Can Adapt to Change
Forty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
Why Such Distrust?
Financial services continues to be the least trusted industry globally, according to the 2014 Edelman Trust Barometer.
Three Rules of Moral Behavior
Ronald Duska is a recognized leader in helping business executives and financial professionals learn the principles of ethical decision making.