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...
Madison Square Garden in July 1928 was buzzing with motor car enthusiasts, press and curious spectators, as a major industry event was unfolding. The site amplified the fanfare surrounding the introduction of a new automobile brand. On cue, curtains open from a side...
