Category: Wealth Management

Your First Big Liquidity Event – Now What?

Wealth Management  |   March 15, 2018  |  
Ryan Halls

Congratulations! After years of building your company, of working impossible hours and putting every penny back into the business, you finally have an opportunity to recognize some gain for all your efforts – whether through an IPO or a strategic sale to another company. You’re about to receive a large sum of money, maybe more […]

Culture is Everything

General, Wealth Management  |   September 30, 2016  |  

Want to Change Banking Culture? Stop Talking About Cross-Selling – The New York Times “These days, forward-looking financial services firms are doing everything they can to evolve from being sales-oriented, product-centric businesses to more consultative, client-centric businesses.”-NYT I spent 24 years at a great firm that became polluted by a corporate strategy that labeled our clients […]