Wednesday, November 9, 2016

MAIN Street... Human Capital Matters...

At MAIN & WALL  ~ Human Capital is Part of the Equation.....MFiM...Social Sciences Play A Role....Animal Spirits Matter...

Sunday, December 6, 2015

A paradigm shift... The Megatrends changing the Wealth management Industry

Fundamental  change requires a confluence of forces, rarely just one force. Always ask yourself if there are enough different forces pushing in the same direction before you make a judgment.

Monday, January 31, 2011


If you Are going to attract & Support the Quality Advisor You have to Give him The tools to Kick Ass

The Convertible Couch Model Is Obsolete

Replacing the Cash Flow from box #1 with Box #2

Do I have the Money to do what I want to do?

MW/AMWM - A System of Systems for boomerville

Gen Y - Requires a different System - they are in a different phase - Getting There

Set you self up for the next level - Because it is What you Make it