top of page
Blog: Blog Feed
Highly Effective Transformation Strategist A mission-driven collaborator and experienced board member, I bring my digital transformation...
Goodbye Millennials, Hello Gen Z – Dixie Kachiros
Gen Z live by the motto “You do you.” They give themselves and others permission to be different, and they express those differences how...
Facing the Giant – Joyce Avedisian
I wrote a piece on leadership amongst a crisis. Crises either break or make you and your business. You must face the Giant head-on....
Holistic, goals-based advice – Tom Miele
I read an interesting report about ’10 Disruptive trends in wealth management’. One of the chapters was about ‘Holistic, goals-based advice’. It talked about the fact that investment advice has become largely commoditized. Most WM firms, even the smaller RIAs, having access to basically the same products, tools, and models. It is difficult for most financial advisors to prove their services are differentiated based on their investing prowess. At the same time, consumers’ liv
bottom of page