I've talked about the last remaining broker-dealers with aggressive telemarketing salesforces ad nauseum, both here and in the book Backstage Wall Street. I've been predicting [...]

I have to tell you, it's very cool how my book, Backstage Wall Street, has started to gain traction among my fellow financial advisors this [...]

Oy vey.

Earlier this year I released my debut book, Backstage Wall Street, from publishers McGraw-Hill. I've read almost every investing book written, both the classics as [...]

Because as their advisors get more holistic and client-centric, they'll be muddling your message a bit, blurring the lines of your "competitive advantage."

The following posts originally appeared on 8/10 and 10/22 respectively. They are two parts of a whole idea, a complete thought regarding the current and [...]