It’s time to redefine what the chief asset under management really is. It’s plain to see what gets the attention from the financial industry at large – the money. Compensation is tied to the assets under management, and a company’s values are tied to the numbers in aggregate. In the money-focused financial services world, lip…
Tag: finance
Your Client’s Story
It’s not just about a story of numbers, it’s about a number of stories. This keynote speech of Peter de Kuster focuses on how financial services professionals can begin to move their practices toward the ‘Your Clients Story’ model—where every product and service is tied directly to the life story, mission, transitions and goals of…