Making your Practice Female Friendly

What NOT to say to women with wealth

When thinking about high net worth women, “where do I find them?” is the question we are asked most often. Actually, it’s not that hard to find them – wealthy women are not nearly as elusive as you might think. But the “where to find” is just the beginning and the topic for another blog…

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250 Years My A**!

It doesn’t have to take 250 years – we think that’s a cop out, an excuse for dragging our collective feet. Take Goldman Sachs’ bold example. David Solomon, Goldman Sachs CEO, recently announced at the World Economic Forum in Davos, Switzerland that it will no longer take public companies that don’t have at least one diverse…

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Are you a jerk?

A jerk is defined as someone whose behavior is offensive to others and, while we are probably all guilty of behaving badly at one time or another, the problem is we usually don’t know how we come across until someone points it out to us. But that does not mean we are beyond reproach. Quite…

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How not to get fired…

When you work for someone – large corporation or small business, there is always the chance that someday you might be fired. It could be due to any number of reasons – economic downturn, poor sales, obsolete product or even more robust competition. Sadly, you may never know the real reason. When you work for…

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You hate it – so why do it to your clients?

There was a time when asset firms trying to sell their products to financial advisors was the norm. They’d show up with a PowerPoint presentation on their newest fund and talk factor investing, management style, star-studded returns and they’d tout the portfolio manager du jour. If your supplier is still flogging their products that way,…

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