Want to Work With Pro Athletes? Try a 3-Bucket Strategy
By Jane Wollman RusoffJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 28, 2022
Penny Pennington Leads Edward Jones Into Its 100th YearEdward Jones faces tremendous opportunities, Pennington tells ThinkAdvisor. Yet there are challenges to surmount, as well.
October 27, 2022
U.S. Economy on Track for Major Crisis in 2024: Nomi PrinsIt could fall to No. 3 behind China and India, the Goldman managing director turned journalist tells ThinkAdvisor.
October 26, 2022
SEC Marketing Rule Brings New Freedom, New Requirements: Brian McLaughlinThe Orion exec discusses what advisors can do now and how to survive the upcoming SEC exam sweep.
October 25, 2022
Bear Market Portfolio Insights and Tips for Anxious AdvisorsNot all is bad in the current market, Lara Reinhard of Janus Henderson tells ThinkAdvisor.
October 24, 2022
How 30 Minutes on LinkedIn Can Help Advisors Stand OutThe Nassau Financial marketing chief says 90% of the agent profiles he sees need work.