When was the last time you sat down with your client—better yet with your client and key members of their family—to update the risk parameters of their investment activities?

Even with a minimal investment—improving perhaps your top five letters or emails—you will have taken an important step in improving the client experience. 

Seeking alpha — investment choices that may outperform the market — requires difficult decisions. 

“Leadership involves a very peculiar kind of loneliness. It has to do with seeing something that others do not see, do not see as clearly, or perhaps have lost sight of.” 

One of the great losses of our time, it seems to me, is the loss of the concept of apprenticeship. In some skilled trades this still exists. 

Here are what I believe to be the six most important steps to consider when you’re thinking about starting a business.

Guiding calls for a discipline of standing a year or more beyond a critical decision before it is made.

Can the relatively straightforward process of providing advice to a client actually lead not only to a decent investment outcome, but actually elevate a client’s perspective on life and their role in the economy?