Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 287 times | 0 comment
Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 330 times | 0 comment
Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 272 times | 0 comment
Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
Added on January 2017 in Other Ideas
1 visitor like this article | Viewed 267 times | 0 comment
Summary: We may not realize it, but we are constantly negotiating. For instance, a four-way-stop intersection on the drive to the office features a negotiation that, barring a crash, has no major impact on the relationship between the involved drivers. Negotiations about financial advisory fees, however, are much different; both the stakes and the potential to affect the advisor-client relationship are high.
Added on January 2017 in Other Ideas
1 visitor like this article | Viewed 271 times | 0 comment
Summary: I recently reported on research that suggested avoiding debt is an important component in whether earning more money leads to more happiness. This supplements previous research that shows increasing one's income to around $75,000 a year does increase happiness.
