Wife Finds Husband’s Bitcoin Stash Amid Divorce Proceedings
Woman initially suspected her husband, who earned $3M per year, did not reveal all his assets, which would get split between two during the divorce.
Succession Plan: Robust Governance and Well-Laid Plans Key for Continuity
The pandemic underscored the importance of integrating the next generation, or NextGen, into the family business.
GeoWealth: Why "If You Build It, They Will Come" Doesn't Work With RIAs
(GeoWealth) In his seminal article, entitled “Marketing Myopia,” Harvard Business School’s Theodore Leavitt argued that companies, to their detriment, focus too much effort on creating and selling products and services, often failing to understand the problems and needs of their customers.1 In contrast, successful firms start first by identifying a unique customer need or problem, and then developing a solution by way of a product or service. This relatively simple approach would appear to be well understood, but many technology firms struggle.
Brookstone: Run The Right Prospect Seminar
Retirement workshops or financial seminars done correctly are a great way to attract new clients and grow your business. But what's working right now?
AssetMark: Run Better Client Review Meetings
(AssetMark) Your ability to attract and retain clients means everything to the success of your financial advisory practice. Excellent client experiences can help you retain existing clients and attract new prospects. However, it’s impossible to offer valuable financial insights and services without a solid understanding of your client base.