In the mid-1990s, one of my clients divorced their spouse, who was not my client. I did an adequate job helping him, but I could have done better. Shortly after the settlement had been signed, I read about a course that specifically helped CFPs...
DETROIT — “I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?&rdquo...
Doubt they'll be as popular.
The CFP Board debuted its Center for Financial Planning late last year with the goal of furthering the development of the advisory profession. The Center’s latest effort is a series of books, to be published by Joh...
Delivering a superior client experience is the difference between winning and losing. Here are 23 factors.
The financial services industry doesn’t know much about women, according to new research from United Capital.
Called “What You’re Really Thinking: Understanding The Financial Lives Of Women,” the report refutes three assumptions about how the ...
Discerning wine lovers and marquee wineries traffic in second label wines. Bordeaux wines championed this approach and California wineries are following their lead. We are starting to see the same approach play out in the wealth management...
You operate in your client’s best interests every day. You owe it to yourself to ensure that they fit your business model too.
