Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
Young Rebel With a Cause
Among the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...
Manage Your Boss
After a particularly arduous day with an advisor who was tormented by his inability to have constructive interactions with his staff, I mindlessly clicked through...
The majority of the consulting I do involves working with pioneer planners who are twice my age. My job is to help them understand the...