Practice

Use tablets in client meetings

Many predict the tablet will replace desktops and laptops. And the recent release of the Windows 8 tablet suggests this trend will continue. Tablets can work well in client meetings to show videos, charts and graphs, and make notes.

By Kevin Cork |December 3, 2012

4 min read

Restrict choice. Get better decisions

“Decisions can be easy when [people can] choose from a well-defined set of options,” says Baruch Fischhoff, a specialist in social and decision sciences at Carnegie Mellon University in Pittsburgh.

By Brynna Leslie |December 3, 2012

3 min read

Advisor confidential | Kathryn Del Greco

I stay away from heavily layered investments with high embedded fees. If I can’t explain the investment in 30 seconds, I don’t recommend it.

By Kanupriya Vashisht |December 3, 2012

2 min read

Private clubs and social prospecting

Private clubs aren’t nearly as exclusive as they used to be. But if you belong to one you know what hasn’t changed: you are surrounded by successful people and old money. Can you prospect?

By Bryce Sanders |November 30, 2012

2 min read