The Battle of the Entrepreneur Sexes

Battle of the Entrepreneurial Sexes

  Are there differences between men and women entrepreneurs? According to Harvard Business Review, there are! While men and women rated themselves similarly on many dimensions, women were more confident in their ability to efficiently manage operations and in their vision and influence, while men expressed greater confidence in their comfort with uncertainty and finance […]

merger aquisition

Mergers and Acquisitions – Putting People before Numbers for Success

According to various research and a Harvard Business Review report, the failure rate for mergers and acquisitions (M&A) sits between 70 percent and 90 percent. Marc Lore President & CEO, Walmart.com | Founder & CEO, Jet.com in his LinkedIn article Empowerment after Acquisition makes this observation: Often after one company buys another, you hear leaders […]

We Cant Agree on Anything.

We Can’t Agree On Anything

Nothing is more exasperating than watching a group of smart, qualified, intelligent executives deliberate about a key strategy, and fail to reach an agreement. In frustration, the team turns to the CEO to make the decision. Yet this is counterproductive, as whatever the CEO decides, some of the team will resent – and that resentment […]

Robo police feature blog image

Financial Advisors under Scrutiny from the RoboPolice

Financial Advisors are already under the most intense scrutiny. Never have their every move, decision, interaction with clients been analyzed to this degree. And it’s going to get worse. Photo Cred: The Protection Booth Podcast   Regulatory authorities are now considering the use of artificial intelligence (AI) and machine learning tools to enforce regulatory compliance. […]

taking ownership

Taking Ownership Of Your Behavior

The more we understand our own personality and behavioral responses, the better able we are, both as individuals and teams, to work together effectively and avoid the blame game when things go wrong. In his recent article, The Blame Game, Marc Corsini observes, When salespeople, professionals or executives are underperforming, they usually complain about others […]

Data Mining2

Behaviorally Smart Data Mining – for Financial Advisors

The explosion of available information from social media, together with significant techniques for capturing this data, now provides financial advisors with a gold mine of information to help them identify and connect with clients. Big Data gathering is only a starting point in terms of capturing user behavior. It delivers a glimpse of the client […]

UBER2

Why Some Entrepreneurs Crash and Burn

The New York Times covers several aspects of the Uber CEO Travis Kalanick’s demise. It references the culture in the organization, speed of growth, shareholder concerns, and the aggressiveness of the leader. In specific, it highlights Kalanick’s pattern of risk taking and references his lack of integrity. For example, the many years where Uber engaged […]

donald trump

Trump Trauma, the Only Conversation in Town

Whether you are talking to your financial advisor, doctor, therapist, friend, partner or in line at the supermarket, somewhere the conversation will turn to President Trump. Coping with significant change is difficult for most people. Then add a sense of disappointment in outcomes, and people feel unsettled. When organizations make changes, the conversation around the […]