Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Crisis and Continuity
By John SullivanIt’s a conversation I’ll always remember.
April 27, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.
April 05, 2011
Editor's Blog: Get 'Em While They're YoungAn industry effort to educate kids K-12 on the nature and role of insurance might be just what we need.
February 01, 2011
The Why Factor: Explaining the Revenue-Employee Motivation LinkHaving done hundreds of employee recruitments for my advisor clients over the years, I’ve come to the conclusion that hiring the “right” people, or even “good” people, is largely a crap-shoot.
December 20, 2010
Ernst & Young Faces Fraud SuitBloomberg reported Monday that Ernst & Young LLP will be sued by New York Attorney General Andrew Cuomo for fraud.
November 30, 2010
Don't stop chasing your dreamIn the mid 1970s, a young man named Sylvester had a dream of one day becoming a movie actor
August 31, 2010
Five ideas for cultivating professional referral relationshipsDeveloping relationships with professionals considered to be centers of influence to cultivate referrals deserves to be addressed in any marketing plan.
August 09, 2010
Five ideas for creating centers of influenceDeveloping relationships with professionals considered to be centers of influence (COI) to cultivate referrals deserves to be addressed in any marketing plan.