The Top 5 Myths of Behavioural Economics

I was not initially schooled in the world of economics. Or finance. Or market analysis. For the sake of my clients and partners, I’ll provide comfort by assuring them, indeed I have acquired that knowledge and training during the past 25 years working in the world of personal wealth management.

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Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.

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