At the Schwab Impact conference in Washington, I was on a panel discussing client experience. One part of the discussion caused quite a stir in the media, both traditional and social. While sharing our thoughts about wealth management, I made a pejorative comment about how our industry asks for referrals and the absurd “how to…
Posts Tagged: financial life management
Time is the other major limited resource in life, yet few manage it with the same discipline with which we manage money. I recently returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be…
Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I often kick the session off with these questions: “By show of hands, how many buyers are in the audience?”…
The marketers at Apple have earned another fist bump for their new iPhone 6 campaign. I love how they stay grounded in what is known (we like our phones) while also making it clear they have moved the product to the next level to something truly new. Smartphones have become incredibly personal and indispensable to…
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