Anne Field
Business journalist/writer/
Entrepreneurship, Small biz, Social enterprise, Impact investing, Tech, Management, Marketing, Practice management/financial advisors, Workplace, Custom content, Thought leadership, Articles, White papers, Op-eds
cqpress.sagepub.com
U.S. Government and the Private Sector
Does intervention threaten the free market?
Barrons
For Next Gen Advisors, Smaller Events May Be Better
Some opt for more intimate client gatherings held throughout the year .
Barrons
Gen X Is Stuck in the Middle and Financially Squeezed. How One Financial Advisor Is Helping.
Wealthspire’s Zach Mangels helps Gen Xers plan so that they can simultaneously help support adult children, care for aging parents, and cope with potential job loss.
Barrons
For Financial Advisors, Hosting Holiday Parties Is Out. Here’s What’s In.
Increasingly, next-generation advisors are passing on inviting clients to winter holiday blowouts. Instead, they’re opting for more intimate social events that combine activities like fishing, golf, or poker with financial education.
Barrons
Some Advisors Are ‘Allergic’ to Talking About Feelings. This Therapist Can Help.
Joy Slabaugh started the Wealth Alignment Institute to help advisors understand the emotions wealth can trigger so they can do a better job helping their clients.
deloitte.wsj.com
As Pharma Companies Weigh Competing CRM Platforms, CFOs Play a Major Role
Pharma company finance leaders will need to lend their executive stewardship and cost management skills in setting a CRM roadmap.
Barrons
Winston Justice: Making the Switch from Football to Financial Advice
The former offensive tackle applies many lessons from sports to the world of financial advice as CEO of SageSpring Private Wealth.
Forbes
A Scorecard To Help Local Leaders Attract Small-Scale Manufacturers
Back in 2014, Ilana Preuss founded Recast City with the aim of helping cities and towns revive their ailing downtowns with small-scale manufacturers. Preuss recently introduced SPARK Scorecard, an online tool local leaders can use to assess their economic and entrepreneurial environment, gauge strengths and weaknesses and get advice on next steps.
Barrons
Clients Can Be Difficult. Advisors Offer Tips on How to Handle Them.
Younger advisors may be well positioned to handle difficult situations, such as couples who fight or clients who won’t follow a plan.
cqpress.sagepub.com
Generative AI and Employment
Will the tech cause major upheaval in the job market?
Barrons
University Employees Have Unique Financial Lives. How One Advisor Guides Them.
After Natalie Pine joined her mother’s firm, she realized it was serving a large number of university professors and administrators.
Barrons
Michael Kitces to Next-Gen Advisors: Know the Risks of Employment Agreements
Advisors who excel at servicing clients, but dislike business development, could get stuck at one firm.
worldatwork.org
Conquering Change Fatigue
An unexpected reshuffling of senior leadership. The introduction of a new AI platform. A reversal of hybrid work policies. An increase in job restructurings. Such changes in organizations, often coming in clusters, have become frequent occurrences in workplaces — and an increasing source of stress for people leaders and employees alike.
Barrons
Advisors joining the family practice
There are risks and rewards for Next Gen advisors joining their family's advisory practice.
Forbes
GIIN’s Amit Bouri On Impact Investors And ‘The Moment We’re In’
We talked to the GIIN’s CEO Amit Bouri to discuss the role impact investors can play now and major trends he sees on the horizon.