Book review: The Art of Giving
The title of this book may be a little ambitious, given its promises. But there is no doubt that Adri Miller-Heckman’s Seminars for the Financial Advisor: Build Your Business with Events and Create a Referral-Generating Machine can help you build your financial advisory practice if you follow the plan as outlined. Investment Executive has published […]
Developing a buy/sell agreement for you and your partners is absolutely necessary these days; author Christopher Mercer makes some compelling observations about the process
Those who have graduated from the School of Hard Knocks have faced and overcome some serious challenges. Here’s what you can learn from their experiences
Investors are sometimes “normal smart” and sometimes “normal stupid,” says University of Santa Clara finance professor Meir Statman. If that sounds familiar, it probably is
Industry icons Bill Bachrach and Norman Levine give guidance for recruiting and training top advisors
Frank Maselli demonstrates that organizing a successful event means connecting emotionally with your audience
New book uses a compilation approach to a complex issue for clients
The key is to make your exit at the right time, for the right purpose and in the proper way
Successfully engineering the departure from your life’s work requires dealing with many important issues