We again have another scandal rocking our front pages on morality. People who are in positions of power should have taken steps they didn’t take. I’m referring to the circus that is swirling around the lack of actions taken by Penn State leaders.
All too often we take the easy way out. We justify how we behave and take the low road. Whether it’s because of money, friendship or just plain inconvenience, we are always faced with choices we can make around honesty.
Here is a lesson I learned about choices and honesty. I made this decision a l
This morning I spoke with an advisor, let’s call him Jay, who I’ve known for about 15 years. I won’t use his real name because I never intended to write about the conversation. But there’s something important I need to say about our conversation.
Shortly after I started Advisor Products in mid-1996, Bob Veres, who really liked me back then, wrote a rave review about my client newsletter, and Jay was one of about 150 advisors who contacted me for information as a result. I called every single one of those 150 advisors and spoke with each one about their practi
Half of all advisors figure they have less than 15 years left in the business and a full 62% either have a succession plan in place or are working on it.
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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.