(Note: When I wrote this early in my blog’s history, when I was a senior executive for a Fortune 150 financial services firm. Now with the added perspective of an entrepreneur and consultant, I find the words truer than ever.) I have mentored dozens of young professionals over the years, and even though each situation is unique, I […]
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You Do Realize This is a People Business, Don’t You?
Bankers sometimes have a hard time understanding why their industry has satisfaction ratings right down there with utilities, cell carriers and bankrupt airlines. Maybe it’s because they sometimes have more in common with these business models than they would really care to admit. Companies and industries that score poorly in customer satisfaction tend to treat […]
Open Forum: What is the Disruptive Potential of “mWealth”?
A recent article in Fast Company magazine (As Smartphones Get Smarter, You May Get Healthier: How mHealth Can Bring Cheaper Health Care To All) described how the technology in today’s smartphones are and could be used in modern healthcare (ultrasounds on the screens, HD cameras for cancer screening, accelerometers to guide physical therapy, microphones as […]
Five Leadership Lessons From The Godfather
Today Paramount and Cinemark are celebrating the 40th anniversary of the release of The Godfather with a one day showing of the iconic film in 55 Cinemark XD theaters. The movie is my all-time favorite (with the possible exception of The Godfather II). In honor of the anniversary (which is actually later this month), I […]
…and They Don’t Hire Advisors Very Well Either
In my February 25th post They Can Always Spend More… I referenced several massive financial failures of the rich and famous. Forbes continued the hit parade yesterday in Robert Laura’s article What Broke Athletes And Celebrities Can Teach Retirees: The statistics are startling: Sports Illustrated estimates that 78% of former National Football League players are […]
Why Your Team Is Not Successful
Struggling to understand why your team is not successful? As a leader, it’s your job to figure out the answers. Here are five questions to ask yourself: Is everyone on the team clear about the team’s overall goal and their specific objectives? Do each member’s objectives tie out to the overall team goal? Does every […]
They Can Always Spend More…
Whitney Houston may have been broke before she died, and now her estate may have problems. NBA star Allen Iverson may be broke, too. And as this story in today’s Huffington Post relates, he has lots of familiar company in Mike Tyson, Lenny Dykstra, Dorothy Hamill, Terrell Owens and many, many others. In 2009, Sports […]
Are You Using Technology to Engage and Collaborate With Your Clients?
I created this blog to explore the intersection of leadership, advice and technology to improve the lives of financial advisors and their clients. Leadership is a critical element for any organization, and there are many great sources to tap for inspiration and further exploration. But setting leadership aside for the moment, I have lately found […]