Remember Doghouse Reilly Proudly Fired for Insubordination To achieve wealth, and the financial freedom that goes with it, all you need to do is change how you think. A recent SMA Institute study reveals, it’s not hard to change neuropathways in the brain and move into top percentiles of income Read more…
My first consulting job started by mistake with Montauk Securities when I was hired as a producing national sales manager. It was an ego move for a bigger title and not much more money. In the ended I needed to resuscitate its bad business model and help rebuild the B-D Read more…
The stories featured are composite characters based on the analysis of hundreds of case studies. As an industry leader with big Wall Street companies and CEO at a behavioral finance firm, I conducted years of research into cognitive influences that positioned people to attain wealth—in their own ways—with internal focus Read more…
It is uncanny to listen back to my market commentary from two years ago and imagine that it could have been merely weeks ago. What have we learned? Established under The Palmer Holding Group Ltd., a company grounded on two generations of integrity, accountability and citizenship. The information contained Read more…
In the next several weeks we will examine a culture of oppression and its history at Cetera under Robert Moore, and how it trickled down to First Allied Securities and alleged rule violations. From Documents we attained, publicly available records, and sources close to the story we will uncover how Read more…
Robert Moore’s abrupt departure from Cetera has raised questions that echo the bankruptcy of parent RCS Capital. Moore, the former president of LPL Financial, was appointed CEO of Cetera in 2016 after the independent broker/ dealer emerged from bankruptcy. Moore, who said he left Cetera for “health” reasons, was the Read more…