Linda Fitz is well known in the financial services community as co-founder of Kochis Fitz, created in 1991. (The firm then merged with Quintile in 2008 to create Aspiriant, based in San Francisco.)
Rob Mitchell has made the most of a rough start in life. Abandoned at the age of 3 by a mother who had neither the financial nor the psychological wherewithal to take care of him, he spent the next 14 years shuttling between one orphanage and the...
These days, many financial advisors are being forced to undo behavioral and attitudinal patterns that used to lead to success. Suddenly the game has changed and those old habits
So you’ve decided to switch firms. Obviously you’re hoping all your clients will share your enthusiasm and come on board, but one of the most costly mistakes you can make is to sit back and do nothing, assuming that loyal clients