Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the... read more →
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... read more →
Most financial services professionals I know are seeking a “silver bullet” for gaining a steady stream of client referrals. Dan Allison, who keynoted at the Colorado FPA Symposium last week,... read more →
Human bodies are microcosmic shadows of the middle market business. Sometimes the veil of liminal spaces—the divide between what is and what might be—lifts in the most unexpected places—like in... read more →
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... read more →
If you are a baby boomer or have boomer parents, you’ve probably come across this ad: The Crankset Group has dubbed these Blinding Flashes of the Obvious. BFOs are epiphanic... read more →
What is the “It”? The “it” is a Fourth Marriage—the marriage between Self and Money. (Click HERE for my Sept. 17, 2013 post referencing the other three marriages per David... read more →
Investment firm owners have many hats to wear. A few of these are worn daily and include quick pivots from Owner to Advisor to Operations Manager to IT to Sales.... read more →
In pursuit of knowledge, every day something is acquired; In pursuit of wisdom, every day something is dropped. —Lao Tzu* This week I discovered another liminal dimension: the doorway from... read more →
Over the last two weeks, we’ve looked at real consequences of the government’s fiscal rigor mortis. We’ve also explored Modern Monetary Theory’s argument that the result of deficit spending is... read more →
