Wealth Management

Wealth Management

CRUCIBLES Wealth Management by Andy Bernstein What is the key to improving advisor performance in a polarized and disrupted world? One answer comes from Google. When Google wanted to improve their workforce, they crunched the numbers, assuming that the best performance was coming from teams with the most talented individuals. But the numbers told a…

Relationships

Relationships

CRUCIBLES RELATIONSHIPS by Andy Bernstein The Appalachian Trail is a 2,194-mile footpath stretching from Maine to Georgia. It looks like this: Imagine you’re going to hike it. You’re excited! It will take you 5-7 months to complete. When it’s finally time to start, this is the map you’re given: Have a great time! Hiking The…