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A behind-the-scenes look at Wall Street's top banker Following the eleventh-hour rescue of Bear Stearns by JP Morgan, Jamie Dimon's profile reached stratospheric levels. And while …
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, …
An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successor's point of view, …
An inside look at what makes a successful financial services company Irv Rothman may not have considered a career in the financial services early on, but he ended up in leadership …
The compliance function is vital to any financial services firm, protecting it from potentially severe legal, financial, and reputational risk. However, the regulatory environment …
A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial …
Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability …
Selected as one of Motley Fool’s "5 Great Books You Should Read" In The AIG Story, the company's long-term CEO Hank Greenberg (1967 to 2005) and GW professor and corporate …
While residential real estate lending has gone soft, commercial lending is hot—with a wave of low interest rates and refinancing—and it shows no sign of slowing down. Right now, …
Comprehensive Coverage Completely Up-to-date! A detailed road map for getting started as an independent financial consultant Each year, thousands of people from all walks of life …