The Alice in Wonderland Conundrum
Create clarity around your ideal state and develop your plan to get there.
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Chris Walters
- Sep 10, 2018
- 2 min
Creating Good Stewards
“If your plan is for one year, plant rice. If your plan is for ten years, plant trees. If your plan is for one hundred years, educate...
Chris Walters
- Aug 1, 2018
- 2 min
What every firm can learn from the Tour de France
A management philosophy that transformed a sport and re-energized a nation. The Tour de France is not only one of the oldest competitions...
Chris Walters
- Jul 9, 2018
- 3 min
Pipeline Management
For Practitioners A Thoughtful Approach to Building and Managing a Pipeline Prospects vs. Suspects What is a pipeline? In short, it is a...
Chris Walters
- Jun 25, 2018
- 6 min
Selecting a Financial Advisor
Be Strategic and Answer These 10 Questions BEFORE You Hire an Advisor A Thoughtful Approach to Selecting a Financial Advisor The decision...
Chris Walters
- Apr 2, 2018
- 1 min
The Loser's Game
Charles D. Ellis – The Financial Analysts Journal, 1975 A seminal article that explores the systemic factors that inhibit active...
Chris Walters
- Dec 4, 2017
- 1 min
What is Risk?
Planning for the Long Term How frequently do you review your portfolio? If it is more than quarterly, than either you don't have an...
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