In the midst of a major personal career shift, with the performance pressures of a new role, the blind spots suddenly became visible. #advisors #blindspots
The importance of succession planning for independent advisors and the process of putting deals together in the private equity industry. #advisors #exit
Lithuania needs to harness the enormous power of international investment to boost its economic opportunities in an increasingly globalised world #markets
Considering bankers, insurance agents, or corporate executives as potential Centers of Influence, they must meet specific criteria. #advisors #influence
Almost every family has a black sheep. Turn on the television or a streaming service, and a picture of a warm, loving family appears. #family #blacksheep
Suggest that rates must rise as deficits increase and more debt is issued. The theory is that at some point, buyers will require a higher yield. #bonds
If they have clients that are investing in this asset class, they should prepare those clients for estate planning and tax implications. #advisors #art
The necessary steps of figuring out how much you currently spend, setting a realistic date for your retirement, and estimating potential expenses. #retire
The people who are crazy enough to think they can change the world, are often the ones who do make those changes and on a grand scale. #advisors #growth
Drawing parallels to our primitive instincts, they delve into the desire to foresee economic developments that could either benefit or harm us. #economy
More likely not to be open to a diverse and inclusive mindset, which is necessary and soon may become mandatory for business success to continue. #growth
When someone is at a crossroads in their life, their coach or mentor will need a special set of tools to point them in the right direction. #mentor #growth
There is a more pressing question to ask yourself before agreeing to take on a new client: what will you give up by saying yes? #advisors #clients #cost
Strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. #CFP
