One of my favorite year-end tweets came from my friend, Russell Kroeger. I’ve had the pleasure of meeting Russell on several occasions. He is a massively talented financial advisor and one of the most genuine people you’ll meet. Here’s what he had to say about his growth as an advisor in 2019: 2019 has been[…]
I remember my first lines. I was sitting on a beach in Puerto Rico when it came out. It was a Reuters article from 2013 titled, “Financial advisers hunt clients in the Ivory Tower.” I was asked about how I leveraged my time in business school to prospect for clients. I felt so cool showing[…]
Leasing a vehicle is a good way to mark the passage of time. Last week, our first family SUV came off lease, which really got me thinking about all the places we’ve been over the past three years. With those memories in mind, my wife and I traveled down to South Jersey with our newborn[…]
It must have been my eighth trip to the New York Stock Exchange. Each time I step on to the floor, I close my eyes and try to imagine what it must have been like to get wrapped up in a typhoon of traders dashing across the exchange to fill their orders before the closing[…]
To quote Thomas R. “Big Tom” Callahan, Jr., “You’re either growing, or you’re dying!”. When it comes to wealth management, you can grow your business in one of two ways. The first way is organically, through marketing efforts (including referrals), and the second way is inorganic growth, through acquisitions. Throughout my career, I’ve experienced enough[…]
Do you have a mentor? I get the most out of my mentor when my stress levels, both good and bad, are at their highest. In these moments, I find it extremely helpful to get objective advice on a particular issue that I am dealing with. For example, I could be debating a shift in[…]