Monday, December 19, 2011

Lexicon term of the day

POSITIVE ENERGY NETWORKS

ORGANISATIONAL VIRTUOUSNESS

MULTI-MARKET COMPETITION

Thursday, April 7, 2011

Health and Wealth share many things in Common - That's why we adapted the Mayo Model For BoomerVille

Intangible

An Ounce of Prevention is worth a Pound of Cure

- Ben Franklin

The Math is Asymmetrical

Friday, January 28, 2011

Building Boomerville -

For the Boomer generation, you have to go back and revisit the entire structure and make the front end much, much more robust - that's the job of the advisors and the advisory firms.

Tuesday, January 11, 2011

"It's not so much that the boomers want very different services than their parents, they are simply much younger and facing more substantial financial challenges."

 It's easirer to see the changing roles of all three groups by examining the managed account consulying   process. ( ie. Modular thinking) These Three players partnered to create the modern SMA industry.

Saturday, January 8, 2011

Boomerville - Tell like it is

1- If you can't go Mayo don't call your service Client Centric

2-