This content is from: RIAIntel How Black Culture Influences Financial Planning and Decision-Making Black investors, when compared to other wealthy clients, are more apprehensive about debt, more generous with their relatives, and more likely to own their own businesses. By Jerilyn Klein Bier September 14, 2020
This content is from: RIAIntel A Legacy of Uncommon Kindness and Shared Ownership Helped Build a $1.5 Billion RIA Giving employees pieces of the pie enabled Max Weldon Greer Jr. to create a legacy – not just a liquidity event. By Jerilyn Klein Bier August 10, 2020
This content is from: RIAIntel How a $17 Billion RIA Is Facing Covid-19 Tribulations With Business Owners Clients are seeking advice on laying off employees, steep pay cuts, and separation from loved ones — in a bad state for taxes, no less. By Jerilyn Klein Bier April 10, 2020
This content is from: RIAIntel Etiquette Courses, Toastmasters, and Coffees: How Two Young Advisors Are Winning Older Clients “You don’t have to be someone you’re not or change your personality.” By Jerilyn Klein Bier March 23, 2020
This content is from: RIAIntel The Skills a 1960s Counterintelligence Agent Used to Thrive as an Advisor Tailing a lieutenant colonel who’d mysteriously visited the Russian Embassy and sweeping for audio bugs in Germany – this was Richard “Dick” Wendin’s life before finance. By Jerilyn Klein Bier February 26, 2020
This content is from: RIAIntel Chic Eyeglasses, New Hit Songs, and Acronyms: How a 57-Year-Old Advisor Is Staying Current. This isn’t about 50 being the new 40 or even 30, but about finding a way to stay perpetually relevant. By Jerilyn Klein Bier February 11, 2020
