Joe Duran offers three simple ways to make volatility your ally by preparing clients now for the next big market drop. They'll thank you later.
With Halloween approaching, check out some things that what will surprise (or even shock) many folks when it comes to creating a successful, fright free, succession plan.
When your clients wake up in the middle of the night with sweaty palms, what are they afraid of? What is it they ultimately want you to protect them from?
Joe Duran says the financial services industry has been guided by calculable and analytical thinking and driven by results. That has led to a bias toward a certain kind of employee.
