Advisor Blog

Mistakes Happen: How to Evaluate and Cope With the People That Make Them

It’s crunch time for the NFL teams as they come down to the final games of the season and fight to make the playoffs. For the teams on the bubble or fighting for postseason positioning, every play seams important, every mistake magnified. It’s fascinating to see how each coach, and every leader on the field…

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Clash of the Titans: Bionic Advisers Versus Robo-Advisers

“Hello Robo, I’m nervous about my investments, I’m not sure they are OK. What should I do? No I don’t want another email telling me everything is fine with my strategy. I really need to know if there’s some changes I should be considering, and while we are emailing back and forth, my wife and…

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Grateful Leadership: 3 Ways to Evolve Your Management Style

About a year ago, I realized that our company had grown bigger and more complex than anything I’d been involved with in the past. While that should be cause for celebration, I was feeling frustrated and so maxed out that I could barely sleep at night. It was clear to me that I had hit…

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Shock to the System: Coping with the Big 3 Business Catastrophes

Saturday morning, I was making a quick breakfast for my 6-year-old daughter prior to running out to coach her 8 a.m. soccer match. As we ran out the door I noticed I had six text messages on my cell phone. They’d arrived at 2:00 in the morning and were all from Matt Stewart — a…

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A New (and Better) Way of Understanding Your Financial Life

My wife and I have always detested the monthly statements we’d get from our brokerage firm and custodian. The information felt unnecessarily complicated, far too detailed and really not relevant to any aspect of our lives beyond whatever investment we had with that particular group. I’d look at the first page, ignore all the other…

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A Client’s Bill of Rights: Aligning Clients and Their Advisers

I’ve had the pleasure of working as an adviser for over two decades, and while I don’t feel that different, other than the undeniable evidence every time I look in the mirror, there is no doubt that what people really want from our industry — and the advisers who serve them — has really changed…

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The Big Squeeze II: Rise of the Mega-Adviser

My last post created quite a stir, and I felt it was important to clarify a couple of points before going to the next article in the series about “The Big Squeeze.” In particular there are two issues that seemed to be the focus of some people’s attention. The first was in regards to timing…

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The Big Squeeze: The End of the Golden Era

For most of our professional lives the independent adviser has been able to grow their business by competing against scattered local competition coming from brokers working at one of the big brokerage firms and the independent advisers in their neighborhood. In essence, the competition was really a collection of relatively small folks all offering somewhat…

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In Praise of Laziness: 3 Reasons You Should Be a Little Lazier

Labor Day is as good a time as any to reflect on the way we work and whether we feel good about our work/life balance. Our country, like few in the world, is imbued with a culture of respect for hard work. We applaud the folks who slave through the summer and put in long…

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Dealing With the Rotten Apples

People issues are invariably the hardest part of running a company. Great people build energy within a company and propel it to great heights; bad people can spread their bad habits and infect the good folks. Typically, people are hired for their resumes, but fired for their attitudes. When is an attitude so destructive to…

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