In The News
Why the $150 million Fiduciary Network lawsuit ‘could get very ugly’
Charles Paikert‘s article in Financial Planning reminds us that deals don’t always end with feelings intact. The recent sale of …
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Business as usual for Schwab?
In Keith Girard’s article on RIABiz, “What to make of a $239M-AUM RIA dwindling to $191M then suing Schwab for …
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3 Simple And Effective Steps To Dominate Negotiations
Kevin Kruse from Forbes interviewed me about the nuances of Clarity, Detachment and Equlibrium and how authentic negotiating differs from …
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Merrill Lynch’s Client Transition Program is Under a Harsh Spotlight in Court
Miriam Rozen’s article in Financial Advisor IQ outlines the age discrimination suit filed by a 76-year-old former Merrill Lynch advisor …
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On the Radio
DealQuest
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