THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
You have to be precise, or it doesn't count.
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You want to partner with someone committed to getting things right
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There is a difference between 'over-solicited' and 'over-served.
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Find things that need to be done, but you don't have to be the one to do them.
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I paid my current accountant triple what I paid the last one, and I love it.
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You have to be willing to hold people accountable; building relationships is a commitment.
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If you can't explain something in 3 minutes, you're not as smart as you think you are
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What's dragging you away from client service?
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Tax Advice is ALWAYS on clients' minds.
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Paydays don't change the rest of your life
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