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Summary: “The brand of full-service investment advice the industry has historically delivered is under attack,” states a white paper, “Digital Disruption: Is the Financial Advisor’s Value Under Siege?” released by Wells Fargo Clearing Services’ First Clearing last fall.
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Summary: If founders of financial-advice practices want to grow their firms, they have to transition from being full-time advisors to being full-time CEOs, Hoon Kang writes in Advisor Perspectives.
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Summary: Growing up behind the Iron Curtain in Kiev, Ukraine, Michael Pinsker had always admired the spirit of entrepreneurial freedom that is a hallmark of the U.S. Twenty-six years after he emigrated here, he still believes strongly in encouraging the free flow of business ideas and enabling those ideas to come to fruition.
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Summary: [Video] Great athletes and great advisors don’t blame anyone else for their mistakes because they know they are in control of their own time and actions. What are you doing to be great?
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Summary: Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that afternoon. How in the world can any electronics store carry enough inventory or be more convenient in giving me exactly what I need so easily?
