Stake Your Fiduciary Claim
As you may remember, last year I urged you to plant your flag and establish your claim as a fiduciary in the eyes of the investing public. T...
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Stake Your Fiduciary Claim
As you may remember, last year I urged you to plant your flag and establish your claim as a fiduciary in the eyes of the investing public. Thanks to the Fifth Circuit, you have ano...
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Podcast
What If You Found Out You Were Really Just a Ghost All Along?
Remember The Sixth Sense, where (spoiler alert) Bruce Willis goes through the whole movie not realizing he’s dead? Did you ever see The Othe...
One Year Ago, I Warned You About a Coming Stock Market Correction. When It Came, Were You Ready?
On February 23, 2017—a year ago, almost to the day— I wrote a post urging advisors to get ready for an upcoming stock market correction. Wer...
And the Winners of 2017 Are…
The best-performing blogs of the year We are solidly into 2018, and with any luck, you’re a little wiser than you were in 2017. Or at least,...
You Hired Millennial Advisors to Grow Your Business. What Went Wrong?
Something odd is going on. Why are partners at established wealth management sounding so alarmed about their Millennial advisors? Why are th...
Say the Right Thing: A Podcast on Mastering PR & Marketing
For a job that inherently deals with constant change, from fluctuating markets to the unpredictable life events, the role of a financial adv...
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