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Joe Duran

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Joe Duranhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20170118050658

Recent Articles

Facebook challenge 2017: Moving beyond money

Jan 17, 2017

Clients want us to spend less time talking about money and more time discussing their lives

Lessons from Google: How advisers can maintain relevance in a changing world

Dec 12, 2016

The financial services industry must engage clients on their terms and where they live

Presidential election is a warning shot to financial services industry

Nov 23, 2016

Clients want their priorities taken care of in a non-conflicted way and want to be empowered to make better financial choices

Leadership insights from former President George W. Bush

Nov 3, 2016

#43 tells it like it is