0 visitor like this article | Viewed 103 times | 0 comment
Summery: The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without really listening. Clients also wrote in the survey that the documents he sent them can be hard to understand.
0 visitor like this article | Viewed 92 times | 0 comment
Summary: “The brand of full-service investment advice the industry has historically delivered is under attack,” states a white paper, “Digital Disruption: Is the Financial Advisor’s Value Under Siege?” released by Wells Fargo Clearing Services’ First Clearing last fall.
1 visitor like this article | Viewed 97 times | 0 comment
Summary: If founders of financial-advice practices want to grow their firms, they have to transition from being full-time advisors to being full-time CEOs, Hoon Kang writes in Advisor Perspectives.
0 visitor like this article | Viewed 109 times | 0 comment
Summary: Growing up behind the Iron Curtain in Kiev, Ukraine, Michael Pinsker had always admired the spirit of entrepreneurial freedom that is a hallmark of the U.S. Twenty-six years after he emigrated here, he still believes strongly in encouraging the free flow of business ideas and enabling those ideas to come to fruition.
0 visitor like this article | Viewed 99 times | 0 comment
Summary: [Video] Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?
