Jeremy Siegel On Why Rising Stocks Won’t Peter Out
If you don’t pay attention to what Professor Jeremy Siegel, of the Wharton School, has to say about the long-term financial markets, you’ll likely miss…
Category: Smart Business
In Defense of Red Tape
It’s amazing how even very small teams can become bureaucracies, which then becomes an obstacle to forward progress. In these columns I encourage leaders to…
Allergic to Mediocrity
Have you considered asking this during a job interview, “Mediocre is unacceptable here, so will you bring your A-game to this job? Please share with…
The Truth About Yawning
When something in my company goes badly wrong I always ask, “why did we handle this issue in this way?” It’s always the first step…
The Best of the Greeks?
The subject of leadership comes up a lot in my business, and I suspect also in yours. I’m a high-end Financial Advisor, serving individuals and…
How to Solve the “Willie Nelson” Problem
I like team members who are “hungry.” For me, “hungry” means they’re excited about the project and are eager for it to succeed. Attitude is…
The Second Job of a Leader
I was recently asked by one of our clients, who are all professional Financial Advisors, for a working definition of “leadership” and “how do I…
Keeping Your Team Accountable (Without Offending Them)
Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the…
The Success Trap and How To Escape It
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the…