Success as a wealth adviser comes from earning and sustaining relevance with clients. Relevance is the pertinence and importance an adviser earns in the financial life of a client. When you are the client’s first call to discuss meaningful topics affecting their...
Recently, I watched a series of fintech startup investor presentations. These early-stage companies sought VC funding to take their ideas to the next level of commerce. By the fifth presentation, I heard the term “disruption” so many times, it sounded like an...
Organization leaders hear it every day: “It’s difficult finding qualified employees.” “People don’t want to return to in-person work.” “Now we have to think about employee well-being; what’s next!” The ones who say that may not be people development advocates. In...
My daughter encountered scope creep recently after spotting a cockroach in her old, Queens, N.Y., apartment building. In a moment of courage for someone with an insect phobia, she grabbed a broom and a dustpan, scooped up the cockroach, and quickly walked the insect...
It’s said that in Hollywood, there are only a handful of basic movie plots: David and Goliath, rags to riches, quest, comedy, tragedy, rebirth. Characters, twists and turns, and the details vary, but every movie storyline is built from these basics. In the business...
