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Leadership (10)

What Financial Advisors Can Learn from the Instagram Founders

No doubt you’ve heard the Instagram fairy tale. Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12...

Financial Advisor Coaching: Picking the Right Coach

If you are a financial advisor who wants to enhance the effectiveness of your team, solve challenges that are unique to your practice, or begin thinking bigger about...

19 Financial Advisor Marketing Strategies

How should a financial advisor's marketing strategy make them stand out from the crowd?

Spark your productivity with 19 useful iPad Apps

As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an...

Sheryl Sandberg to Women Financial Advisors: Own Your Own Success

Sometime this spring, Sheryl Sandberg will join the ranks of the few self-made women billionaires. Oprah Winfrey and Meg Whitman are the other two. (Sandberg's stake...

Think Different

With all of the attention paid to the Super Bowl commercials, this past Sunday (“Just My Shell” and “Matthew’s Day Off” were two of the well-regarded standouts), I have...

Financial Advisor Leadership: It's All About Responsibility

“Leadership is any position where you take responsibility for a group with a mission to fulfill.”…Bob Joss Last month, Bob Joss retired as the dean of the Stanford...