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Joe Duran

Joe Duran is head of Goldman Sachs Personal Financial Management. You can follow him at @DuranMoney.

Displaying 112 results

Topic

Secrets to growth: The difference between a racehorse and a pack mule

Why some advisory firms are stuck and will likely remain stuck while others will likely burst to new levels.

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Lessons from Duke’s Coach K: 3 keys to leading an exceptional team

The legendary coach, coming off another national championship, offers business leaders insight on what it takes to build a sustainable winning team

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Don’t be left behind by robo revolution

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

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Are your clients as wealthy as they are rich?

3 questions about their clients' goals advisers need to consider

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Goodbye wealth management, hello financial life management

For professionals working with clients on life and investment choices, it's time for a new category to capture what they do.

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How to evaluate and cope with the people who make mistakes

For National Football League teams fighting for post-season positioning, every play seems important, every mistake magnified. Mistakes can be something everyone runs from or a catalyst for learning and growing. How do you handle them?

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Fidelity’s acquisition of eMoney Advisor could be a watershed moment for the advice industry

Independent advisers might look at this deal as a 'canary in the coal mine moment'.

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The New Year’s resolutions that really work

A three-step process to help you make changes that stick

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A New Year’s resolution that really works

Every year starts with millions of resolutions that are often broken before Valentine’s Day. However, there is one…

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What you can learn from the Super Bowl ending

Three lessons about making decisions under pressure gleaned from the wince-inducing conclusion to the game.