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Joe Duran

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Joe Duranhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20181213014942

Recent Articles

YoungerClientsNextGen-Main

Stop asking for referrals. You're better than that

Dec 3, 2018

Offer your help, rather than asking for a referral, and make that offer to people with whom you have a genuine connection

GEIllo-Main

Learning from the woes of Sears, General Electric

Nov 6, 2018

Instead of continuing to think big, both companies dismissed the competitive forces that were chipping away at their business models

IdeaTechnologyFintech-Main

Is artificial intelligence the next bitcoin?

Oct 12, 2018

While AI is far away, machine learning has arrived — but few advisory firms have the data needed to make use of it

CityElevatorGrowth-Main

The trillion dollar club: How to be a growth superstar

Sep 11, 2018

Here's what great growth firms know: There's no better time to change than when everything is going well

SpanishStreet-Main

Time or money: Which is more important?

Aug 6, 2018

Time is the other major limited resource in life, yet few manage it with the same discipline with which we manage money

SoccerJune18illo-Main

The problem with goals

Jul 2, 2018

Keep in mind that clients' goals will change and life is unpredictable

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