 The Wild Wild World of Wealth |
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 [...]
Asset allocation is a joke.
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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