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Business Management
Dr. Ana María López Caldwell: Empower Your Career with Authenticity
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …
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Business Management
10 Tricks for Maximizing Technology Efficiency in Your Practice
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
Business Management
Process Makes Perfect: Optimize Your Financial Advisory Practice
Growing up as the youngest of eight kids in a military family, I knew how to follow orders…from everybody. Orders came from my parents, my five older sisters, my two …
Business Management
Staying’s Worse Than Leaving: Successfully Transitioning Your Business
When the pain of staying with your current broker dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for …
Business Management
Iron Chef vs. Julia Child: Customized or Personalized Investment Portfolios?
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual’s specifications, needs, or preferences CUSTOMIZE: …
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 …
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