Your openness, cordiality, and generosity can often feel like a slap in the face when they break the so-called relationship you have invested in. #growth
The ability to make a rational decision and respond in a rational matter is exactly what we need to do in a difficult conversation. #emotions #conversation
Would have seemed unthinkable are now embraced by lawmakers on both sides of the aisle and certainly by both men vying to be the next President. #trade
Lessons we learn from consolidation and breaking away can help us all elevate outcomes for clients, advisors, team members and even shareholders. #future
New venture owners tend to look for big changes and big markets when seeking disruptive opportunities, when the opposite may be more effective. #growth
The common elements that led to client success and this blog is my attempt at a DIY guide for the successful FA to help choose a path to the next level.