The Noise in the Bushes

To understand the framework of the financial services conundrum of fiduciary versus suitability we must look no further than the WWE. The grand master of illusion for profit is, hands down, Vince McMahon. He is the ringmaster of the most successful good versus evil empire that has ever raised a dollar. The concept of creating…

Relevance

I don’t want to be left behind. I must expand the boundaries of my declared expertise or risk becoming irrelevant. How am I going to do that? The fact is, my clients come to me for more than my expertise… It begins with my shared purpose. That’s why I do so well… my common driving…

Culture Creation

Advisor autonomy will empower advisors to create stakeholder value that leads to   enterprise value and shareholder value. Recruiters of advisors must come to the realization that in the digital age of transparency, it is autonomy that will set advisors free and not independence. Advisor autonomy can be offered to any advisor regardless of his or…

Will you be terminated?

You must own the perception of your value If you allow anyone or anything to dictate the perception of your value, besides yourself, you will become replaceable. In the digital age of transparency we are moving at speeds the likes of which we have never before lived through. The exponential growth of digital noise is…