Despite common misconceptions, succession planning is not necessarily solely about retirement. Rather it’s about opening doors for business owners and helping them take advantage of emerging business opportunities. Succession planning is crucial for any business—and its reputation and role in the community—to survive. If succession planning isn’t just about retirement, Read more…
Met with my new publisher’s executive committee yesterday and they exceeded my expectations. They are effective hands on publishers who manage a highly capable team of design and sales professionals. Last week one of their other authors hit the Wall Street Journal best sellers list. I’m impressed by that long Read more…
Financial freedom is not a job that pays a lot of money or even owning a business you must run it is net worth working for You. Being told tell the truth so you “won’t get in trouble” is a control technique. Do not be ruled by expectations of others. Read more…
History Repeats Part 1 of a 3-part series –Encore Performance from 2003 On September 21st 2003 I attended a cocktail party at the United States Merchant Marine Academy at Kings Point. It was the day before graduation ceremonies and I had an opportunity to speak with the Key note speaker Read more…
Fast Market with a Broad Global Sell Off By Kevin J. Palmer under American Dream financial market, us economy I wanted to share my response to a friend’s email on Friday, August 22, 2015. Usually I don’t log in on weekends but yesterday was quite an event. It will be more interesting Read more…
June 20, 2019 Fired UBS Broker Celebrates Expungement of Termination Notice by Jed Horowitz Enforcement, News UBS FABRICE COFFRINI / Staff / AFP / Getty Images A former UBS broker who said he was having trouble attracting customers to his independent advisory business because his discharge was posted on BrokerCheck won expungement Read more…
Good News on the Road to Riches By Kevin J. Palmer under American Dream financial success, Kevin J. Palmer, millionaires, the american dream, The Quiet Rich Recently “arriving” to affluence this year was about 72,000 new 401(k) millionaires. That’s nearly twice as many as in 2012 according to a recent study by a firm that tracks Read more…
Widening Disconnect When starting the research for my books , “The Quiet Rich” and “Reawakening the American Dream” , I was serving corporate agendas and getting paid well to do so but had explicit concerns about the current state of affairs. I warned that derivative abuses and credit concerns at Read more…
Simply put, 5G mobile networks and wireless systems are the next phase in global telecommunication standards. However, referring to it as merely a “next phase” is an understatement. New and exciting applications are bringing profound advancements in deep learning, artificial intelligence and “ambient awareness”. The way we do business and interact Read more…
Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The (formerly ING) Cetera and (formerly AIG) Advisor Group entities are equal parts grand rafts of human financial advisory potential and leftover insurance broker culture that meant not only Read more…