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Ray Sclafani
Curated Content for Financial Leaders (Week of June 1)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. HBR Podcast: Staying Agile Beyond a Crisis...
Gauging your clients’ confidence
Despite the bounce-back of financial markets we’re currently seeing, our world has indeed changed. Even if this unprecedented loosening of monetary policy by the Fed can...
The Anatomy of a Client Review
By now, you’ve reached out to check-in with all of your clients -apprising them as to your operating plan during the pandemic, as well as addressing any initial fears...
Keeping Your Team Productive in a Virtual World
Dare I say that just a few months ago, none of us could possibly have fathomed the world we currently find ourselves trying to navigate?! Not only is the human toll of...
Twelve Positive Ways the Crisis Will Impact RIAs
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team... Twelve Positive Ways the Crisis Will Impact RIAs General James...
How to alleviate Zoom fatigue
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team... Demonstrating Corporate Purpose In the Time of Coronavirus How...
How the CARES Act Impacts Your Clients’ Taxes
Harold Evensky’s musings on the Coronavirus McKkinsey & Company: The Future is Not What it used to Be - Seven Elements for Business Leaders to Consider as They Plan for...
Effective Investment Charts for Communication with Clients
"Success is not final, failure is not fatal: it is the courage to continue that counts." - Winston Churchill The Most Beautiful Virtual Choir For This Holiday Week On...
Adversity Gives Rise to Great Leaders
Sometimes it’s at the turbulent center of a monumental crisis where true leaders discover their inner strength. Individuals who despite incredible fear and uncertainty...
A Guide to Working From Home
Controlling What You Can, Learning From What You Can’t How to Make the Most of this Nationwide Timeout - Diamond Consultants: Financial Advisor Recruiting Firm Financial...
Giving Thanks
At this reflective time of year, I remind myself that while gratitude is important, it’s in the giving (of our time, talent and treasure) that we best demonstrate our...
Polonius Never Tried to Grow a Practice
“Neither a borrower nor a lender be: For loan oft loses both itself and friend.” Hamlet; Act 1, Scene 3 It’s one of the most recognizable and oft quoted lines in all of...
Capacity and Productivity - The keys to unlocking future growth
For any enterprise that’s serious about meaningful and sustainable growth, getting a grasp on how to better control these two critical financial metrics is essential. As...
Rainmaking Matters
One storm is no longer enough... When it comes to fueling meaningful growth in your enterprise, the days of succeeding by doing one thing very well are quickly becoming...