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Summary: In my experience most financial advisers are poor at valuing the advice they give. This is despite a number of excellent studies highlighting the difference an adviser can make to a consumers wellbeing and net worth, as well as the experience of the advisers themselves over the course of their careers. It is worth noting that I am not referring to being poor atexpressing the value – which we usually are – but we are poor at actuallyputting the proper value on the advice itself.
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
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Summary: In an increasingly competitive market, differentiating yourself from your competition by articulating the value you offer is an important component of success. Problem is, a competitive market makes achieving that differentiation harder to accomplish.
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Summary: Many financial advisory firms have said goodbye to their summer interns in recent days and some have learned a few secrets over the years to make the process of hiring, employing and keeping in touch with these pre-professionals a rewarding experience.
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Summary: Like many folks these days, I get a lot of alerts on my iPhone. Some are important—such as a check deposited in my bank account, a bill that needs to be paid, the monthly diagnostics on my truck or my accountant telling me to make my quarterly income tax deposit. Others, not so much: a new email from my sister, or Amazon telling me about a new book by Walter Mosley or that the Browns are going to start RG III at quarterback (Okay, that’s pretty important).
