Recently, I had a chance to listen in on a talk from Jim Collins, renowned author of Great by Choice and Good to Great. Several points he made got me reflecting on the financial advisory profession. As advisors, so many of us don’t put...
We live in a time where consumers have an abundance of options, all of which are fighting for their attention and commitment. This also gives the consumer the advantage in purchasing power.
More people are afraid of running out of money than they are to die. Outliving one’s retirement savings is a legitimate concern, and not weighing the options when thinking about one’s financial future is the main reason so many end up...