Industy Insights

By: Marlene Satter 11/2/2018 Independent RIAs can derive benefits they may not have realized by leveraging a chief operating officer to manage day-to-day responsibilities. So says the sixth in a series of industry reports from PFI Advisors, a firm that works with billion-dollar breakaway teams to establish their...

A recent article penned for Inc by Suzanne Lucas made the bold statement: “Dear Hiring Manager, Perhaps You Should Write the Thank You Note.” She continues: “The traditional thank you note is from candidate to hiring manager. That’s wrong… Just what are you exactly thanking...

How excited do you think Pat Sajak is to ask contestants to buy a vowel after all these years? Do you think Beyoncé is tired of singing “Single Ladies” yet? Which do you think Michael Jordan loved more – the championship rings or shooting practice...

The role of a leader is to take one person’s particular talent and turn that talent into performance. In simple terms, a good leader plays checkers. In checkers, there’s some strategy required but essentially all the pieces look alike and move the same way on...

A world-renowned athletic coach was asked once what the difference was between the best athletes and everyone else. In other words, what do really successful people do that most people don’t? Of course, there were the typical responses of genetics, luck, and talent. But there’s an...

For nearly a decade, Extreme Home Makeover reigned supreme on Sunday night television. In less than seven days, the crew is tasked with rebuilding an entire house – every single room, plus the exterior and landscaping. Residents, neighbors, and viewers watch with joy and perhaps...

Think about your personal path to achieving the professional success you have experienced thus far. What attributes or characteristics are you most proud of that got you here? What abilities do you have that allowed you to separate from your peers over the years? Second question:...

It is commonly known that all individuals should put their best foot forward throughout the interviewing process – both applicants and hiring managers alike. Offices are tidied up, everyone is polite with introductory small talk, and professional game faces are on. “My greatest weaknesses? I work...

Hiring the best of the best? In many situations and for many roles, a commitment to employing the best candidates possible can sometimes involve relocation. Whether this a commonplace occurrence or one that is only approved under the most unique circumstances, there are copious and...