The Wild Wild World of Wealth

Date archive for August, 2009

  • Let the Reading Frenzy Begin…TOP PRODUCER

    In just a few days, I’m leaving for Australia to begin a Top Producer book tour. I hope to post several times on Acrimoney from Down Under, the land where they use nets to keep real sharks away from the shore. I did not set up the links on the attached postcard, so please just [...]

  • More Talking Points for Clients and Investment Advisers

    Asset allocation is a joke.

  • Straight Talk for Clients and Investment Advisers

    Grove O’Rourke here. I’m taking a break before Top Producer, the novel where I’m a good guy and a stockbroker with a boatload of troubles, ships in September. In the meantime, here’s one question I’d like to discuss: How do clients and their financial advisers build successful long-term relationships? I’ve seen so many articles that create templates [...]

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