Here’s the thing… good planning avoids conflict. But, good planning is much more than asset allocation. Advisors implore their clients to plan for the future. They often use disturbing techniques like horror stories of deplorable outcomes due to a lack of planning. Usually the disturbing track is about a loss of money either to the […]
Every leader surrounds themselves with advisors. We have all had mentors throughout our lives whose lessons have given us our ethics, values and acumen. Whether it be a parent, teacher, clergy or Dutch Uncle, our mentors have shaped our abilities to think, reason and solve. If we are fortunate enough to have some of those […]
Back in the day, and not so long ago, family members entering the family firm would be mentored by the loyal employees of the firm. Many of those folks had been with the company for decades, planned to retire at the end of their career and their retirement was funded by their employer. They saw the teaching and mentoring of the young talent as part of their job and they were glad to do it.