by mrretainer | Jun 17, 2019 | Productivity, Team
Your financial advising team is there to make you more productive and effective. Take a Team Approach There’s no such thing as bad timing. At least, that’s how the saying goes. While this may certainly be true, it can get pretty tiring to consistently be answering the...
by mrretainer | Jun 17, 2019 | Productivity, The Future
It turns out that the Avengers and Financial Advisors have a lot in common. I will try not to spoil the movie, but you should have seen it by now. An Ending Leads to a Beginning The world is constantly evolving. Stories are ending and beginning in an infinite cycle....
by mrretainer | May 23, 2019 | Clients, Productivity
Now that the 8 year GOT saga is in our rearview mirror, it got me thinking about how financial services are similar to GOT. You have fighting ideologies: passive vs. active, index vs. manager plus the plagues of fee compression, compliance (sorry, but it’s true),...
by mrretainer | May 9, 2019 | Productivity, The Future
I’ve been asked, “what if I don’t change?” Well, that is an option. Someone smarter than me once said, “The easy answer is rarely the right one and the right answer is rarely the easy one.” I think the times are gone where being an advisor was about asset...
