In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy families. We both agree that broadening communication within
On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship and executive coaching and she has unique insights into the world of
Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter discussion about the best behavioral finance books out there. The usual suspects came up:
I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a
Initial caveats: Morgan’s reputation for clear, broad-based writing is deserved. I read his blog at COLLABORATIVE FUND periodically. It is thoughtful on financial topics and it brings a level of heart and perception that is
