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Financial Advisor
March 2012
Evan Simonoff |
Beyond The 1% Noise How the experience of the U.S. elite and middle class has changed is examined in two new books by Robert Frank and by Charles Murray.   |
On Wall Street
March 1, 2012
Michelle Lodge |
Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo. |
Registered Rep.
February 28, 2012 |
Von Aldo: Avoiding the "Next Big Thing" (er, Investment Blow up) Joshua Brown's book, Backstage Wall Street: An Insider's Guide to Knowing Who to Trust, Who to Run From, and How to Maximize Your Investments is aimed at retail investors -- but financial advisors may learn a thing or two. |
IndustryWeek
February 15, 2012
Adrienne Selko |
Employees First, Customers Second Reversed leadership style produces results according to India's fourth-largest software services firm and manufacturer, HCL, as explained in Vineet Nayar's book, "Employees First, Customers Second." |
Fast Company
February 13, 2012 |
The Recommender: Tim Quirk, Kenneth Parks, Pete Holmes, And More On What They're Loving This Month Good to Great: Why Some Companies Make the Leap and Others Don't, by Jim Collins... Quiet: The Power of Introverts in a World That Can't Stop Talking, by Susan Cain... Instapaper... |
Fast Company
February 13, 2012
Rachel Z. Arndt |
Jonah Leher On The Three Types Of Creativity And How Brainstorming Doesn't Work An exploration both artistic and scientific, Jonah Lehrer's Imagine: How Creativity Works tells us why a walk can lead to a big idea and how brainstorming dulls imagination. |
Fast Company
February 13, 2012
Philip Butta |
How Alcoa, Starbucks, Arista, And Febreze Kicked Normal Habits And Found Success The Power of Habit, by New York Times reporter Charles Duhigg, examines habits good and bad. Duhigg talks us through four companies that found success by swapping business-as-usual routines with smarter habits. |
Fast Company
February 13, 2012
Jennifer Miller |
How Booktrack Creates Custom Soundtracks For E-Books The era of crotchety old ladies yelling "Turn down your book!" draws nigh. |
Registered Rep.
February 10, 2012
Kristen French |
Due Diligence: Healing Your Portfolio with Energy Psychology! Chicago wealth manager Julie Murphy Casserly published a book in 2008 called, "The Emotion Behind Money," went on Oprah's show, won all kind of new business, and began to integrate energy psychology into her sessions with a few clients. |
Financial Advisor
February 2012 |
Choosing Your Clients In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients. |
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