How can a good executive assistant change your life?
By Angie HerbersWere not talking about a glorified secretarial position, but rather a chief of staff for your firm.
December 29, 2014
Preparing Clients for Some Gloomy Possible FuturesEven if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
December 29, 2014
Assessing Risk in Real Estate Investing, Pt. 2: Digging DeeperTo understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
December 26, 2014
Assessing Risk in Real Estate Investing, Pt. 1: The OverviewPresenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
December 25, 2014
View: Open those providers' curtainsWhat should you tell clients about transparency? The author has ideas.
December 25, 2014
View: Open those providers' curtainsWhat should you tell clients about transparency? The author has ideas.
December 25, 2014
Congress’ Call for SEC to Shift Resources: Dangerous GambitThe implication is that the SEC has got all its other areas of responsibility so well under control that it ought to cut back there to keep a better eye on those rascally RIAs.
December 24, 2014
Faith-Based Advisor Group Requires a Real CommitmentGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
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