No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...
A sole focus on profit or business value produces the same result as a sole focus on your scorecard during a game of golf. I don’t believe it works. Good profits or business values are results and outcomes of playing a good game. If your sole focus is profit, it’s...
