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Summary: Less than 2% of the job-seeking candidates are interested in positions that involve “rainmaking” or “marketing. This is key finding from a recent poll my company did with one of the industry’s leading recruiters, Caleb Brown’s New Planner Recruiting, in which we asked candidates about their attitudes toward the jobs they are seeking.
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Summary: In my consulting practice, I frequently get asked the same question: What are the ingredients that go into a compensation plan?
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
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Summary: The early fear around robo advisors was that they would perform the work of human advisors — and at a fraction of the cost. Yet in practice, robos have failed to capture even 0.1% market share of consumers’ investable assets. Nonetheless, this failure doesn’t mean technology won’t fundamentally reshape how our firms operate.
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Summary: After I wrote an article on business suits, several advisors asked me about casual dress, the biggest concern being about whether you should wear a tie. I’m going to unbutton that question and provide insight about what you could do to pull off this look successfully.
