Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
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Meir Statman: What 'Normal People' Really Want From Advisors
From ThinkAdvisor
Added on November 2016 in Thought Leadership
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Summary: Behavioral finance authority Meir Statman caused something of a stir with his award-winning book, “What Investors Really Want,” published in 2010.Now, in an interview with ThinkAdvisor, the professor reveals an exclusive peek at his next book, “Finance for Normal People,” due in April from Oxford University Press.
How Millennials Will Change Your Business
From Barron's
Added on November 2016 in Thought Leadership
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Summuary: To any advisor dismissing or ignoring the millennial generation, a few words of insight: you are making a mistake. The largest generation in U.S. history, born between 1980 and 2000, numbers 90 million. Many millennials are still too young to have amassed significant savings, but by 2020, they will have $7 trillion in liquid assets, according to Wealthfront, and they are in line to inherit another $41 trillion from their parents and grandparents. A giant wave is coming at the advisory industry; you can either ride it, or be swept away.
7 Habits Of People Who Have Achieved Work-Life Balance
From Fast Company
Added on November 2016 in Thought Leadership
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Summary: According to a recent study published by the American Sociological Review, 70% of American workers struggle with finding a work-life system that works for them. For many in the workforce, achieving any type of work-life balance, can seem like a myth, especially when technology has made us accessible around the clock. Time free from workplace obligations seems to becoming ever more elusive.
Lessons learned after 30 years on Wall Street
From InvestmentNews
Added on November 2016 in Thought Leadership
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Summary: As I reflect on my path, and that of other women on Wall Street, I have seen the good and bad. I am frustrated by the lack of progress in some areas, but encouraged by my peers, who have attained positions they would not have had when I started, or even 10 years ago. I have enormous respect for those women, because they had to succeed in a corporate atmosphere where merit can be less important than politics. In watching them, as well as reflecting on my own success, I have learned invaluable lessons.
Taking Your Clients' Advice To Improve Your Advisory Firm's Services
From WealthManagement.com
Added on November 2016 in Thought Leadership
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Summary: Financial advisors who start their own firms, like so many other entrepreneurs, are driven by a vision of how clients should be served, and then build a business to deliver those services. If the vision is a good reflection of what people really do want, and is well executed, the business is rewarded with success and growth.
