Imagine 100 people who all want exactly what you want out of life.They’re all just standing in line.Now imagine that the person at the front of the line is a rockstar. He’s a stellar success. A household name. Like — the kind of success that everyone else in line aspires to. He’s the top 1 […]
Spec for Head of Wealth Management First and foremost the candidate has to be a charismatic leader. The type of individual that attracts outsized industry talent and energizes them to run through walls to get things done. Wealth and asset management is a people business. It is also a relationship business. The two are inextricably […]
I read Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future over the summer. It’s a fantastic read and a detailed account of the ups and downs of one of the biggest visionaries of our time. It also gives you a sneak peek into Musk’s work ethic and productivity secrets he uses to […]
Wells Fargo is searching for an executive to run their Wealth and Investment Management business after announcing the current head Jon Weiss will be leaving the role to run corporate and investment banking. The Wealth Management business includes The Private Bank, Wells Fargo Advisors, Abott Downing, and Wells Asset Management. Having done this search for […]
Apparently, this podcasting thing has really caught on. All kidding aside, there are now more than 750,000 podcasts on the market and podcast fans populate about half of the households in America. And podcasting is even more popular in Australia, Sweden, Spain, and South Korea. It is a global phenomenon driven by smartphones and a […]
Content Summary Private equity could grow by five times over the next decade. Big firms will get bigger and smaller firms will specialize. Firms will need to align with environment, social and governance expectations. ________________________________________________________ The modern private equity (PE) industry has come a long way from the junk bond and leveraged buyout days […]
__________________________________________________________________________________________________________ In May of 2019, I was accepted to the Eli Whitney student program at Yale University. At 52, I am the oldest freshman in the class of 2023. Before I was accepted, I didn’t really know what to expect. I had seen the infamous YouTube video of students screaming at a faculty member. I […]
If you have a job, that means you’re just over broke. You’re trading time for money. You’re working for the man. You read blog posts telling you to quit your job. You’re told entrepreneurship is the wave of the future. Society has turned the job into an enemy. We complain about our jobs, blame our jobs for […]
After graduating from Carnegie Mellon Univ., Nat Eliason takes a marketing job at a list-topping remote tech company, Zapier. He’s employed there for a few short months before he gets hired away by Noah Kagan to work at his marketing SaaS powerhouse company, AppSumo, in Austin, Texas. Eliason soon realizes he doesn’t need to work […]
As the frequency and sophistication of cyberattacks continue to rise, the need for skilled security professionals and talented Chief Information Security Officers (CISO) becomes more clear. Today, 60.8% of enterprises have a CISO, and this role has become so strategic to organizational success that the CISO reports directly to the CEO at 32% of companies. […]
