Four formidable forces are developing to take assets from the standalone local advisory firm and they are quietly building momentum.
What if taking upfront money actually reduces the ability to capture the real long-term wealth in your firm?
Fines for bad actions are yesterday's news; today, sanctions come with acknowledgment of guilt and potential for personal liability and loss.
Introducing 'the law of 1,920' to underline that advisers' income is completely dependent on where they spend their work hours in a year
High employee turnover is brutal for a service business such as financial advice. Joe Duran on how to create a dynamic culture within your office.
The future of business is being determined at breakneck speed. Joe Duran says that the companies of tomorrow are tapping into a few deep-seated human desires today.
Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.
It is very hard to stand out in such an overwhelmingly cluttered market place. Here's some of Joe Duran's strategies for success.
