Authors on Main

Authors on Main

Last Sunday I spoke at the Contemporary Theater in Wakefield, RI. My appearance was part of the Authors on Main series, one of the many local offerings that make South … Continue Reading →


Stirring Up a Potion for Referrals

"My business is all referrals." I hear this claim from financial advisers a lot, and I'm skeptical. My team managed over a billion dollars. We received our share of endorsements. … Continue Reading →

Biggest Loser

Wealth Management’s Biggest Losers

It's time for the client's annual portfolio review–and time to take market share, the advisers think. They know the client, a wealthy family, spreads its assets around the Street. And … Continue Reading →

WSJ Philanthropy

When It’s Time to Discuss Charity

The phone rings. Your hard-charging client says, "I sit on the board of trustees of a charity that…" What follows sounds like Charlie Brown's teacher. "Whaa-whaa-whaa." Here we go. He … Continue Reading →

Kate White

Congratulations, Kate White

Not too long ago, I spoke at a library event with my friend, Kate White. She tells great stories, which is why I'm excited to read her new novel, Eyes … Continue Reading →