Surely nothing could matter more to clients than advisers seeing the truth and helping client to live their truth. Unfortunately, there are a couple of roadblocks that stop advisers from really living up to the promise and the beauty of truth.
Many advisers have plateaued and now derive their growth from stock market performance and occasional referrals. Some are happily where they want to be, but more frequently, it has “just happened.” Why is it that these firms that once grew so fast have slowed down?
Growing up in Southern Africa, Joe Duran writes that Nelson Mandela's name was always a catalyst to an argument. He was feared and demonized by white politicians, but he was also a hero.
In the wake of Mohamed El-Erian's surprising departure from Pimco, Joe Duran began to ask himself what makes people change course, what motivates people to change and to question the purpose that drives all of us in our daily lives.
Now is a good time to ask two important questions. First, do your clients really appreciate you? Second, do your clients know how much you really appreciate them?
Here are some of the biggest ways in which our world has changed and the implications for all of us, and some questions we should all ask ourselves from time to time.
There's a lot of talk about advisers' needing to find a transition plan, and many options are presented to them, including selling to a bank, junior advisers, a peer or the ubiquitous “roll-up.” But there are fundamental questions that must be asked.
After being mugged in Buenos Aires, United Capital's Joe Duran reflects on how chaotic — and precious — life can be.
Joe Duran offers three simple ways to make volatility your ally by preparing clients now for the next big market drop. They'll thank you later.
With Halloween approaching, check out some things that what will surprise (or even shock) many folks when it comes to creating a successful, fright free, succession plan.
