close

Don’t speak badly about your team

Who we are is shaped by what we’ve been through. Who I am is shaped by 44 years of different exper...

Not meeting client expectations

I always say that the worst thing you can do for people is give them false praise and false hope. I ...

The backbench is your future

In British-style parliamentary systems, a backbencher is a member of parliament who doesn’t hold g...

Apples and Oranges: Rollovers, Qualified Plans, and The Best Interest Exemption

One of the wrinkles of the new fiduciary rule is the requirement of a financial advisor who wants to...

The big winner for the Fiduciary Rule

There are certainly going to be lots of losers when the fiduciary rule gets implemented and there is...

MEPs will be a big thing in 2017

While I wish I could predict next week’s Powerball numbers, I do have a pretty good sense to make ...

DOL Fiduciary Rule Future – The Ultimate Drama

My wife graduated with an English major. Mine was in Finance. She wanted to find a partner who was b...

Recommendations have to be organic, not forced

Someone on Facebook asked on one of the community groups about a local business and while I used the...

Clients criticize; get over it

There is a point where you have to realize that no matter how good you are and no matter how good yo...

Setting the tone

I’ve been involved with so many small organizations both profit and non-profit in one form or anot...