Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Obama Has Mixed Record on Nonprofits, Report Says
As President Obama arrives in Charlotte, N.C., to accept his party’s nomination for a second term, the charitable giving community—like so many of the president’s early supporters—is ambivalent about his record.
Young or New Advisor: How to Dress for Success, Remixed
Here’s a reposting of my most popular blog, now almost five years old, on how important your physical appearance is, including how you dress, to younger and new-to-the-business advisors, along with a few follow-up thoughts.
The Psychology of Advice: Betrayal of Trust
It seems sometimes that we're living in an era of betrayal. Renowned money managers, senior elected officials, and Fortune 500 corporate leaders seem to betray...
Stand and Deliver
It's late morning, and the summer sun is shining on Mt. Kearsarge in central New Hampshire. Ross Gott, president of Kearsarge Capital Advisors in nearby...