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When compliance and business development work in tandem, everyone wins.This is the third in a series of articles related to what board directors need to know and do (see What Directors Need to Know and Seeing Your Organization as Others Do for prior articles). In some...

When compliance and business development work in tandem, everyone wins. Two recent high-profile bank failures have raised questions about the role directors should play in oversight. The operative word here is should. Each bank had a board of directors responsible for...

When compliance and business development work in tandem, everyone wins.At a recent law school graduation ceremony, the keynote speaker concluded her commencement address by asking doctor of jurisprudence candidates to raise their hand if they were above average in...

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...