Latest updates on happenings and trends in the industry.
Take off your financial advisor cap and put on your unlicensed therapist tweed. We’re living through tumultuous times. A pandemic that’s barely in the rear-view mirror,… Read More
The first client of the week enters your office and sinks into the chair opposite yours. They planned to retire in two years, but they’re worried… Read More
Forget scaling down to a four-day work week. Sometimes it feels like I need an eight- or nine-day week just to stay on top of my… Read More
We are defined by our experiences, even the ones we’d rather forget. Actions, reactions, feelings, beliefs – everything we say and do is influenced by echoes… Read More
Succeeding in the financial advising industry requires a unique combination of skills. You have to be analytical, rational and unflappable to develop and maintain investment strategies,… Read More
In a recent feature by ThinkAdvisor, LUMINARIES winner Matt Reiner describes himself as a “recovering perfectionist” who puts “thinking time” on his calendar. In an increasingly complex… Read More
People say that the best defense is a good offense. They are wrong, at least when it comes to protecting wealth. Investing is about more than… Read More
Truly transformational change takes more than adjustments to soft factors like your corporate culture or leadership style. Anyone who’s tried to quit smoking or stick to… Read More
More and more leaders are discovering a neat trick that helps them build trust and loyalty with their team. It’s called empathy. You may have heard… Read More
They can be difficult. They don’t accept the old way of doing things. They can be annoyingly impatient. They are obsessed with technology. And they are… Read More