New York Times

New York Times

Technology Won’t Organize Us, it Creates a Greater Need to be Organized

My Practice
Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing it will not do is organize our ...
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A wake up call for advisors – Turmoil at the top of the market

Dan Richards
“Once an accident, twice a coincidence, three times a trend” is a rule of thumb among observers of political campaigns. That’s why I was struck by articles last week ...
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Why Investors are ”Mad as Hell” … and What You Can Do About It

My Practice
Last Friday, Jason Zweig of the Wall Street Journal Street Journal wrote about fear and anger as the two dominant attitudes of American investors today; fear about their ...
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Business building advice from Olympians

My Practice
For the next two weeks, the world’s eyes will be on the Winter Olympics in Vancouver. Inevitably, we’ll focus on those  who excel and pull away from the ...
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Critical Knowledge About Older Clients

Dan Richards
We’ve all seen the data on the percentage of assets held by older Canadians.  Research firm Investor Economics points out that at the end of 2009, households headed ...
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Nine words that saved $600,000

Dan Richards
Recently, I read a sales tip by U.S. sales trainer Art Sobczak, inspired by a New York Times article on how restaurants are dealing with people who fail ...
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Must read articles to send clients

Dan Richards
Given today’s uncertain markets, many investors are looking to their advisors for guidance and direction, as well as useful insights.One way to help provide those insights is by ...
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Stop wasting time and money on client communication

Dan Richards
The world has changed in all kinds of ways over the last decade. First, attention spans have shrunk dramatically. Beyond this, most everyone is much more time pressed. ...
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“The pendulum never stops……”

Dan Richards
Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance prof used a phrase that ...
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An unexpected route to ecstatic clients

Dan Richards
A recent column in the New York Times about how to maximize the pleasure from vacations shed light on some recent conversations with investors that puzzled me at ...
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