Recent

GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

How to Set Up Your Business to Maximize Enterprise Value

Nov 21, 2024

Carson Partner Acquires Minneapolis RIA to Create $350M Practice

Nov 20, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

Walter K. Booker

Chief Operating Officer, MarketCounsel

Walter K. Booker is the chief operating officer of MarketCounsel, a business and regulatory compliance consultancy for investment advisors.

Walter’s Recent activity

Ikigai: The Power of Purpose

Jan 20, 2021

There's a difference between the things that are important in your life and your life’s work.

What Advisors Have to Be Grateful For

Jan 04, 2021

As we begin this new year, give yourself and your practice the gift of gratitude.

Embracing Difficult Realities is Key to Living our Best Lives

Dec 24, 2020

What realities (typically unpleasant) are advisors denying right now?

2020 Has Been a Helluva Year

Dec 17, 2020

What have you learned and what will you take forward with you into 2021?

The Importance of Planning Discipline in Business and Life

Dec 09, 2020

What good is it to have annual goals if you only compare yourself against them once a year?

In Pursuit of ‘Go Time!’…

Nov 23, 2020

In business, as in athletics, knowing the right time to slam on the gas is key.

Your Colleagues Are Your Most Important Clients

Nov 17, 2020

The small stuff is the big stuff when it comes to intraoffice relationships.

Creating an Operational Playbook

Nov 09, 2020

Rather than viewing this effort as required drudgery, envision it as a prelude to transformational innovation.

What Can Herbie Hancock Teach Advisors?

Oct 26, 2020

Why the fusion jazz legend is a model for every successful financial advisory firm.

Dialoguing Across Difference

Oct 14, 2020

Embrace difference as an opportunity and invitation to learn, grow and develop.

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