Sponsored By

Jeff Spears

Founder and CEO

http://sanctuaryws.com/

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.

Latest from Jeff Spears

Donald Trump pointing
Career Moves
The Psychology Behind 'You're Fired!'The Psychology Behind 'You're Fired!'
byJeff Spears
Dec 16, 2016
3 Min Read
aladdin on a magic carpet
Industry News & Trends
President Trump and the DOL Rule: A Whole New WorldPresident Trump and the DOL Rule: A Whole New World
byJeff Spears
Nov 16, 2016
2 Min Read

All from Jeff Spears

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Regulation & Compliance
Are Sales Goals Dead?
Are Sales Goals Dead?
Oct 14, 2016
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3 Min Read
byJeff Spears, Founder and CEO
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Client Relations
Does Experience Matter?
Does Experience Matter?
Sep 15, 2016
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3 Min Read
byJeff Spears, Founder and CEO
Sipping Wine
Business Planning
Why Do People Buy Second Label Wines? 2016-08-18
Why Do People Buy Second Label Wines?
Aug 18, 2016
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3 Min Read
byJeff Spears, Founder and CEO
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Business Planning
Why Do People Buy Second Label Wines? 2016-08-17
Why Do People Buy Second Label Wines?
Aug 17, 2016
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3 Min Read
byJeff Spears, Founder and CEO
800px-independencetownsign.jpg
Business Planning
What You Need To Go Independent - Revisited
What You Need To Go Independent - Revisited
Feb 16, 2016
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2 Min Read
byJeff Spears, Founder and CEO
The Wealth Manager Approval Process
Career Moves
The Wealth Manager Approval Process
The Wealth Manager Approval Process
Jan 15, 2016
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4 Min Read
byJeff Spears, Founder and CEO
Why Your Clients Need A Board
Client Relations
Why Your Clients Need A Board
Why Your Clients Need A Board
Nov 18, 2015
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3 Min Read
byJeff Spears, Founder and CEO
Are We At A Legal Tipping Point?
Regulation & Compliance
Are We At A Legal Tipping Point?
Are We At A Legal Tipping Point?
Oct 14, 2015
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3 Min Read
byJeff Spears, Founder and CEO
God, Wealth Management And Happiness
Career Moves
God, Wealth Management And Happiness
God, Wealth Management And Happiness
Aug 13, 2015
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3 Min Read
byJeff Spears, Founder and CEO
A “Back to Basics” Reading List for Advisors
Career Moves
A “Back to Basics” Reading List for Advisors
A “Back to Basics” Reading List for Advisors
Jul 16, 2015
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4 Min Read
byJeff Spears, Founder and CEO
Can You Meet Your Spouse At A Speed Dating Event?
Career Moves
Can You Meet Your Spouse At A Speed Dating Event?
Can You Meet Your Spouse At A Speed Dating Event?
Jun 18, 2015
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3 Min Read
byJeff Spears, Founder and CEO
Hillary Clinton and the Wealth Manager Conundrum
Career Moves
Hillary Clinton and the Wealth Manager Conundrum
Hillary Clinton and the Wealth Manager Conundrum
May 18, 2015
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3 Min Read
byJeff Spears, Founder and CEO
How A 2,000-Year-Old Practice Can Double Your Business
Business Planning
How A 2,000-Year-Old Practice Can Double Your Business
How A 2,000-Year-Old Practice Can Double Your Business
Apr 16, 2015
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3 Min Read
byJeff Spears, Founder and CEO
The Cobbler’s Kids Have No Shoes
Career Moves
The Cobbler’s Kids Have No Shoes
The Cobbler’s Kids Have No Shoes
Feb 17, 2015
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4 Min Read
byJeff Spears, Founder and CEO
Thank You, James Altucher
Career Moves
Thank You, James Altucher
Thank You, James Altucher
Jan 15, 2015
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3 Min Read
byJeff Spears, Founder and CEO
An Amazing Cocktail Party
Client Relations
An Amazing Cocktail Party
An Amazing Cocktail Party
Dec 17, 2014
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3 Min Read
byJeff Spears, Founder and CEO
If You Could Start From Scratch
Career Moves
If You Could Start From Scratch
If You Could Start From Scratch
Nov 17, 2014
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3 Min Read
byJeff Spears, Founder and CEO
Groundhog Day
Industry News & Trends
Groundhog Day
Groundhog Day
Oct 17, 2014
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2 Min Read
byJeff Spears, Founder and CEO
Bank of America
Regulation & Compliance
Whistleblowers and 'Little White Lies'
Whistleblowers and 'Little White Lies'
Sep 15, 2014
|
4 Min Read
byJeff Spears, Founder and CEO

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Larry Restieri and Bob Oros Hightower
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Hightower CEO Bob Oros To Step Down

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Industry News & Trends
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Feb 11, 2025

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