“By acting to further other people’s agendas and help them meet their goals, you will ultimately be able to meet your own goals...
Negotiation is an essential skill for entrepreneurs and corporate executives...
Brian Cohen is one of the driving forces behind SF&P Advisors...
Eric White is the president of Seismic Capital Company, an early-stage growth investor who leads the investment team and advisory board...
Liana Poodiack, CFP, is managing director of Poodiack Wealth Management Group at Steward Partners, a family-led practice based in Keene, New Hampshire, offering individuals and families sound...
Neal Ringquist is executive VP and chief revenue officer of Retirement Clearinghouse LLC, a portability solutions provider collaborating with the private and public sectors to help Americans save...
Do you have an estate plan? If so, how sure are you that it will deliver the results you want? If you’re confident it will deliver the desired results, how sure are you that it is doing so...
You have worked for years building up your business. The company is doing well, and you’re certain some buyers would pay well for it. So, you’re now considering selling it...
Michael Featherman, CFA, is head of advisor sales and wealth consulting at Envestnet|PMC, Envestnet’s portfolio consulting group (“the advisor to the advisor”)...
Chris Volpe is the managing director for Zephyr Financial Solutions, where he manages the strategic direction, client services and product development of this financial services technology solution...