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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As Podcast Guest
Curating Quality Investment Opportunities
Marcia Nelson is the Managing Director at ShareNett. This is a members only global network of professional investors offering curated, …
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Deals For Small Businesses
In this week’s solo-cast, I wanted to spend some time talking about deals for small businesses. If you’ve been a …
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On the Radio
DealQuest
THE Podcast
for Accelerated Growth!
Become a Deal Magnet
Corey’s weekly guests share insider tips for recognizing, structuring and closing deals to grow your company!
The Book
Authentic
Negotiating
Master the three keys to true negotiating success with this Amazon Best-Seller by Corey Kupfer.