Hurry Up!

Hurry Up!

Not too long ago, an independent broker-dealer asked me to present to a group of wealth management executives at a symposium. Something compelled me to calculate the cost of the talent in the room.  I concluded my one-hour talk multiplied by 150 business leaders...
Do’s and Don’ts of Choosing a Consultant

Do’s and Don’ts of Choosing a Consultant

Selecting a management consultant can be a daunting task consisting of so many variables it often feels like a roll of the dice. Yet, selecting the right partner is crucial if you are to maximize the return on your investment.  The right partner will lead you to...