Unfortunately, most people solely focus on their goals and do not listen for possibilities. We need to be goal-driven up to a point. But then we...
Weighing the value of what you’re gaining vs. what you’re giving up when deciding between independent models. An advisor’s choice to go independent is typically driven...
Written by: Grier L. Rubeling Broker Protocol is a touchy subject these days. Are they in? Are they out? There’s a lot of trepidation about the topic....
I worked out with a trainer for the last 5 years. Liked the discipline. Appreciated Reggie’s focused and yet very personable demeanor during the work-outs. 2019...
Recently working with one leader who was coasting along with little new direction, raised some gigantic red flags for me. There was little excitement in his...
For years portfolio managers and marketing and sales executives within boutique asset managers have been arguing over what’s more important to emphasize – a fund’s investment...
We live in a society built on instant gratification. We change stations when the car radio goes to a commercial. We opt for commercial free internet...
The number one thing advisors are looking for is clarity around their business for their future. They have a good sense of where they are going,...
In this episode, what I want to talk about is everybody’s favorite subject. Adversity. Right? Obviously, it’s not. But if you live at all and you’re in...
Even the most pleasant and easy-going person is bound to get into a conflict on the job once in a while. Being able to handle conflict...
