Tag: transparency

Grow Up and be a Fiduciary, Please!

Posted by Tommy Mayes on 7/9/18 4:49 PM

 

Like the networks in the summertime who replay their episodes to recycle good material, I thought a revisit of the much discussed and maligned DOL Fiduciary Rule was in order due to its recent vacating by the 5th Circuit Court in New Orleans.  With or without the rule, it is time for the industry to step up!

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Topics: Advisor Practice Management, Transparency

The Sundown Rule

Posted by Tommy Mayes on 5/17/18 2:24 PM

 

Back in the dark ages when I started my career in banking, the pace of work and communication was entirely different.  Imagine a world with no mail other than what came with a stamp on it or in an interoffice envelope (who remembers those?).  Your phone messages came on a pink slip of paper and you dictated your memos.  You could actually choose to leave your work at the office.  Of course, the biggest change today is that you literally carry your office around in your pocket or a backpack.  (Briefcases are gone as well.)

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Topics: Advisor Practice Management, Transparency

The Power of Simple Solutions

Posted by Jon Robinson on 4/23/18 2:47 PM

 

One hundred million users in the US, a market size of almost $70 billion, and growth rates ranging from 4.8% to almost 10% - these sound like the descriptive statistics of a thriving and successful industry[i].  Perhaps, but consider that the underlying problem this industry is trying to solve is getting worse, not better.  I’m talking about the weight loss and diet industry.

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Topics: Advisor Practice Management, Transparency

Continuous Improvement

Posted by Tommy Mayes on 3/26/18 3:24 PM

 

I have the benefit of an insider’s view of many different businesses associated with my family office and private equity work.  I sit on a few boards, spend significant time coaching and strategizing with executives, and actually have a few direct private investments myself where I am actively involved in business strategy and development.

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Topics: Advisor Practice Management, Transparency

Radical Transparency

Posted by Tommy Mayes on 8/11/17 4:32 PM

 

For the last several weeks I have been pondering the notion of radical transparency – personally, professionally, spiritually, etc.  Much is written about the notion of authenticity in terms of living a life that, in all respects, reflects who you are.  Yet we often live in different modes of life where the ‘authentic’ version of us is nuanced for the situation.  Transparency, on the other hand, might imply that no matter the place or time, we are sharing our true selves, the details of our lives, and allowing the trust and engagement to build with everyone around us.  Add the word radical as an adjective, and you imply that you want your level of transparency to be so thorough that it is transformative in all aspects of your life.

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Topics: Advisor Practice Management, Transparency

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