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HBS Working Knowledge June 30, 2014 Michael Blanding |
The Role of Emotions in Effective Negotiations A former negotiator for the New England Patriots, explores the sometimes intense role that emotions can play in negotiations. |
Registered Rep. June 30, 2014 Diana Britton |
The Engineer Craig Stuvland formed his company to "fan the flame of independence" in the financial services space. |
Registered Rep. June 18, 2014 Matt Oechsli |
Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. |
Registered Rep. June 17, 2014 Anne Field |
When Clients Lose Mental Acuity It's a difficult, touchy and often heart-breaking challenge: how to handle aging clients who seem to be losing their mental acuity. |
Registered Rep. June 16, 2014 Mindy Diamond |
When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had. |
Fast Company Sarah Kessler |
No Product? No Problem. How Telepathy Hyped Its Way Into Your Heart In the highly evangelized "lean startup" strategy, the goal is to introduce unfinished minimum viable products so that user feedback can be incorporated into the development process. |
Fast Company Gwen Moran |
The Tech Company With The Radical Idea That Having A Baby Shouldn't Derail Your Career At Eugene, Oregon-based Palo Alto Software, a company that develops business planning and other business-focused software, every day is Take Our Daughters and Sons to Work Day. |
Fast Company David Zax |
"We're Crushing It!" How Three Total Bros And Their Mom Created Costco's New Favorite Salad Dressing Greg Vetter, co-owner of Tessemae's All Natural with his brothers Brian and Matt, has charted a path from Whole Foods to Costco. |
Fast Company Jul/Aug 2014 Nicholas Fonseca |
Designing the Perfect Staff How and why to set the bar very high for new personnel. |
Fast Company Evie Nagy |
The Airbnb Of Car Renting? How RelayRides Is Switching Gears RelayRides switched business models entirely to compete more directly with traditional car rental companies, and this week secured a new Series B funding round of $25 million, led by Camaan Partners. |
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