Jeff Spears

Jeff
Spears
Founder and CEO

Jeff Spears is Founder and CEO of Sanctuary Wealth Services, champion of the independent advisor and author of the acclaimed blog,Wealth Consigliere.  Follow Jeff on Twitterand Facebook.

Articles
An Amazing Cocktail Party
Reading Tony Robbins' 600-page dissertation on the wealth management business, it reminds one of a cocktail party filled with unforgettable moments and regrettable interactions
If You Could Start From Scratch
How would you proceed if you could just wipe the slate clean and restart your career in the investment business?
Groundhog Day
The players may be different today, but the issue is essentially the same: How do two wildly different cultures work together?
Whistleblowers and 'Little White Lies'
Typically, one in 20 of settlements against corporate offenders is precipitated by a whistleblower, not a regulator. That begs the question – who are these defenders of the common good and how has the whistleblowing process changed?
One Size Doesn't Fit All
Want to grow your business? Cut the fees on some of your services, and while you're at it, charge more for others.
Breakaway Doctors and Teachers
Research by Yale and Swarthmore professors offers intriguing insights about what might make an effective wealth advisor, and more importantly, a successful, happy person.
Confessions of a Check Peddler 1
Addictive behavior is never pretty and the same can be said for broker recruiting checks. They belong in the same category because they can have such a deleterious effect on those entrusted with the responsibility of managing money for others.
What Can We Learn From Disruptive Business Models?
Disruptive technologies are often good for consumers and upstart firms, but not so good for entrenched companies who frequently fail to recognize the oncoming train.
Don’t Be Controlled by the Calendar
The calendar is a convenient organizing principle, but it is in no way the optimal one for taking care of wealth management clients in the 21st century.
Sallie Krawcheck Was Right About Breakaways
The big exodus from the wirehouses never happened. Here’s why.
The Wolf of Wall Street
My first day of production on Wall Street was the day the market crashed in October 1987. Coincidentally, in the new movie, The Wolf of Wall Street, it also was the day that the film’s lead character, Jordan Belfort, started work at a legitimate Wall Street firm that subsequently closed.
Still Mad?
Many people, including this blogger, have lived off trashing Wall Street since the financial crisis erupted 5½ years ago.
Packing List For Your Trip To Independence
Wall Street may be wildly successful in attracting the best and brightest, but most of that experience will be dead weight as an independent RIA. Here are four skills to leave on the street.
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