After finishing Walter Isaacson's wonderful must-read biography, Steve Jobs, I reflected on my business heroes. Although Jobs was a genius whose vision and drive in many ways changed the world, I found myself thinking about Sam Walton.
As we ent...
Generation x and y kids are not too keen on the big wealth management firms, Sallie Krawcheck said Monday, and that is one of the major challenges the wealth management industry faces over the medium term. The former head of wealth management at...
Watch out for high-profile clients. If you make any missteps and they decide to wield their influence, it could really hurt. One financial advisor's tale.
Dallas: “I’ve read your book Elite Teams and thought it was full of useful information,” said Tim in a very complimentary tone. He then followed with his question, “I understand the importance of holding an annual retreat, but I’ve never held one...
As the retirement plan business becomes more complex and demanding, advisors can no longer dabble in the space. More will specialize, and many broker/dealers are already helping them up their game.
A checklist that's not for the faint of heart.
