Focus on what your customer wants, as opposed to what your customer needs. Explain the benefits of your service as…
The concept of "command and control" is dead. It has been replaced by "connect and collaborate." Your best currency in…
A Professional's Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by…
Vast knowledge (broad not technical) Vast network of resources (not insular) Able to translate “technical speak” Likes and promotes (orderly)…
There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the…
Listen to Podcast of the Show "It's Your Money and Your Life!" will be featuring an interview with class-action attorney…
February 12, 2012 Listen to Podcast of the Show In keeping with Richard's philosposhy of transcending wealth into meaning, he…
August 19, 2012 Listen to Podcast of the Billie Jean King interview Billie Jean King comes to Barnes Tennis Center…
May 13, 2012 Listen to Podcast of the Show On Sunday May 13th, Richard and Joe were joined in the…