What Fitbit says about me — and the world
By Mohamed El-ErianAlmost a month of using Fitbit has reminded me of some old lessons and taught me some new ones.
July 15, 2015
What Do Advisors Really Do Anyway?Its not clear to me why many proponents of transforming the independent advisory world into flat fee only often talk as if they are completely unaware of the many client benefits of an AUM fee model.
July 15, 2015
Postcards From the Edge: 7 Things I Learned From My MergerOver the years, Ive helped many advisors merge their firms, but theres nothing like actually doing it yourself to get a whole new perspective.
July 15, 2015
QLAC: the technical term for “call your clients”QLAC might be the best conversation starter weve seen in years.
July 15, 2015
QLAC: the technical term for “call your clients”QLAC might be the best conversation starter weve seen in years.
July 15, 2015
What Fitbit Says About Me — and the WorldAlmost a month of using Fitbit has reminded me of some old lessons and taught me some new ones.
July 14, 2015
Don't leave your children any moneySet up a life insurance policy to leave a legacy so that you can spend pennies and your heirs will get dollars.
July 14, 2015
How a personalized marketing strategy can help you stand outBefore you sell products or tools, you have to sell yourself.
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