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Business Management
Greg Opitz: EQ in Financial Planning
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …
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Business Management
How to Live a Steve Jobs Life—On Your Own Terms
“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at …
Business Management
Challenges of Textbook Portfolio Management Theories
The more time I spend in the real world of finance, the more I question the rationale of textbook theories. Recently, I have found myself realizing the inherent conflicts …
Business Management
Fear In The Market
Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix …
Business Management
What’s Bothering You?
I recently had the opportunity to sit in on a weekly radio show where one of our partners is a contributor. The show host wore a pair of cargo …
Business Management
10 Critical Areas to Consider Before Partnering
I once heard that Einstein said the definition of insanity is doing the same thing over and over again and expecting different results. I attributed this definition to him …
Business Management
The Fuse Party at LPL Financial Focus 2015
Will you be attending LPL Financial Focus 2015 in Boston? If so, forget the Boston Tea Party, this year’s Fuse Party at LPL will be the real event to …
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