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Summary: The problem with New Year’s Resolutions is that they only focus on the end result. While they might be specific in the “what,” they’re often muddled in the “how” and disregard the “why.” In the last few years, I’ve reframed the New Year’s Resolution tradition. I spend time thinking back on my last year and getting clear about my major priorities in the coming year. I use those reflections to create a vision for where I want to go.
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Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
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Summary: Could 3 words be the difference between success and failure for you over the next 12 months? The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2017 your best year ever.
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Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
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Summary: In 1968, The Ohio State Buckeyes football team started one of the most cherished traditions in American sports. According to team legend, a member of the coaching staff proposed an idea to motivate the players. After each game, the coaches would reward the best players with small stickers resembling buckeye leaves to place on their helmets.
