Market share shifts in periods of crisis just ask Jamie Dimon. You have to make bold moves to get a maximum share of the opportunity. If you are in a rut, there is no better time to consider transforming yourself. No...
At one time or another all of us have said or done something that was contrary to our own best interest, damaging to an important relationship or just plain wrong. We kind of knew it at the time, but we went ahead and...
Raising five kids in any U.S. metro area means big bucks if you want the best in education a challenge well known to one affluent family who faced a total bill of about $2 million spread around among private schools...
Top advisors know that there is an uneasy balance between helping their clients and protecting themselves. The reality is that providing a high level of personal service and advice to other people is very difficult...
I was watching a TV documentary recently about a middle-aged man who was preparing to swim the English Channel. A reporter asked him why he had chosen to undertake this particular challenge especially since the man, a...
If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's assets, and the progress made toward the achievement of his...
If you've been an advisor for even a few years, then the sub-prime mortgage crisis probably has you feeling like it's d vu all over again. A high-growth sector of the economy has collapsed, investors are panicking and...
Is your practice retirement-ready? As you may have heard, in the coming years nearly 80 million Americans will bid farewell to their careers. In so doing, they will end the wealth accumulation phase of their financial...
