“What have I done?” That question haunted me after I moved from my old shop, a wirehouse, to the greener pastures of a new, fee-only advisory firm. I’d wake up in the middle of the night and handicap which clients would follow my team. The battle for assets was a war,...
"Clients are always right." I wish. Sometimes, it pays to send them packing. It's a question of when to do it and how. "You're fired," may work on reality television, but it's a bad choice of language for wealth managers. Word gets...
It was just another day the first time I bumped into the mob. Just another day in a calm suburban bubble, where the gentle summer breezes whispered through leafy elms, “We’re safe here.” Our village was a mile-and-a-half square, a small tangle of...
Here's a link to my recent column in the Wall Street Journal. I had spotted three union members striking outside a restaurant on 52nd Street, making a fierce racket. I asked them to drive their 12-foot inflatable rat to my old shop and chant the name of one...
Why is this man holding a phone inside a toilet? Click on this link to read my column on the Wall Street Journal: The Greatest Cold Call of All Time. Must be a subscriber to read.
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.