How to Succeed as an Introverted Financial Planner
Extroverts may be held up as the ideal—especially in financial planning, where it's all about relationships—but introverts have much to offer, especially to clients.
Tax Hike Needed
We’re conditioned to regard taxation as bad for the economy.
Steve Jobs and Advisors: His Legacy and Ongoing Influence
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
Venture Populist: Founder's Skin-in-the-Game
Remember Jobs and Wozniak? Gates and Allen? Don't assume a founder's lack of committed capital to be a stumbling block to a venture's success. In short-sighted...
Finding the Next Google
When I was an undergraduate at Columbia in the mid-1970s, students at the university's top-notch School of Engineering had a reputation of being socially awkward...