From ThinkAdvisor
0 visitor like this article | Viewed 107 times | 0 comment
Summary: To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.
From Financial Planning
0 visitor like this article | Viewed 110 times | 0 comment
Summary: Although most advisers are probably familiar with buy-sell agreements, many may not be paying enough attention to their own.
From ThinkAdvisor
0 visitor like this article | Viewed 102 times | 0 comment
Summary: I don't like most business books. I don't like them because they usually take a very complex topic — building a successful business — and dumb it down to what is commonly called “The Hero's Journey.” In their journey, the authors start to climb the mountain, face some challenges, come up with some great ideas and keep climbing until they reach the summit; it's the best thing that they’ve ever done, and they’ve accomplished it.
From RIABiz
0 visitor like this article | Viewed 114 times | 0 comment
Summary: Dynasty Financial Partners won the account of yet another $1-billion-plus breakaway team but its first poach of the esteemed Goldman Sachs & Co. The New York-based firm landed the new team, DG Wealth Partners, which consists primarily David Darby, 43, a magna cum laude Brown University graduate who worked at Goldman Sachs Private Wealth Management for 21 years, most recently from its Palm Beach office.
From INC
0 visitor like this article | Viewed 111 times | 0 comment
Summary: Growing up, I wasn't exactly a bookworm. I attribute my lack of reading as a child to having athletic prowess and focusing on other pursuits. In my twenties, friends joked that I was the world's first individual to finish law school without ever reading an entire book from cover to cover. I will neither confirm nor deny that claim.
