MMI Conference: LPL’s Casady on Importance of Technology to Advisor Success
After congratulating the SMA industry on reaching the milestone of attracting $2 trillion in assets, Casady spoke on the topics of cost, product choice and practice efficiency and noted the importance of technology in addressing each.
Dealing With an Unrealistic Client: Should I Fire Him?
I am now just over half way through the quarterly client review process and everything is going extremely well, except for the one client who holds some rather unrealistic expectations. Should I try to educate him, again, or just fire him?
Getting Greenburg's pocket change
Is a million dollars a lot of money anymore? Little surprise, Donald Trump doesn't think so. And I'm sure Hank Greenburg simply reached into his...
Over the years, The Deal has always been a favorite topic among Americans. In the '60s and '70s, we were captivated by Monty Hall's "Let's...
Boomers hire Oprah, fire Trump and live next to Hillary
Reinforcing that good listening skills beat hard nose business tactics (even if the latter nets a better deal), more boomers said they'd hire Oprah Winfrey...
Who Best to Educate the Public?
Investor education is in sad shape in America today Just turn on your television. You'll find Donald Trump and Robert T. Kiyosaki (Rich Dad, Poor...
From Bullit County to Trump's boardroom
When it comes to media exposure, most advisors are content with a blurb in the local paper. Mark Lamkin, president of Lamkin Wealth Management, was...
THE GLUCK REPORT, Part II: Behave Yourself
How do you explain to an alcoholic employee that his drinking is affecting his job? How do you deal with an employee who glares at...