Channeling Your Ideal Parent for Your Junior Advisor

I loved my time as a practicing Wealth Advisor. I became close with my clients. Almost too close, as the bulk of my clients were elderly and watching them age, and eventually pass on, was ultimately my undoing. I felt I was losing a family member with each passing, and it took a personal toll on me.

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Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.

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The Future of Segmentation

Did you use this “Covid time” to do some much needed straightening up? The actual focus of the overhaul is immaterial. What is material, is that in your endeavour to use this ‘excess time’ in your life, you arranged things so that when you needed to access them, they were easy to find and retrieve.

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