Lyle Sussman, PhD David Dubofsky, PhD, CFA THE BEST WAY TO PREDICT THE FUTURE IS TO CREATE IT Peter Drucker INTRODUCTION The way you treat clients today will determine your success tomorrow. You could be facing a future where one or more clients fire you or a future where clients happily refer you, even without asking. This quiz…
With Lyle Sussman Ph.D. & David Dubofsky Ph.D. | CFA BIO: Lyle Sussman Ph.D. Lyle is the former Chairman and Professor of Management, College of Business, University of Louisville. He received his BS and MS from the University of Wisconsin-Milwaukee and his Ph.D. from Purdue. Aside from 60 scholarly articles, he is a bestselling business author with more than 1,000,000…
David Dubofsky PhD, CFA Lyle Sussman PhD How important is it for financial advisors to understand the economic and societal impact of the Great Resignation? The significance of this tumultuous labor force disruption is validated by its 2021 entry in Wikipedia, and the ten million Google hits for that phrase. Over 40 million Americans quit their jobs in 2021. Some…
Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…
Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills. November 30, 2021 By David Dubofsky and Lyle Sussman Click Here to see article published in InvestmentNews, November 30, 2021 The recent supply chain disruption and…
Are you prepared for retirement? This assessment helps you answer that question. Retirement planning typically considers only your financial needs. But there are many nonfinancial issues that should be considered as well – your emotional, psychological, and social needs. The best retirement planning looks into the future from a perspective of Total Wealth. It incorporates both financial and nonfinancial issues….
David A. Dubofsky Retired Professor of Finance – University of Louisville and author of “Your Total Wealth…. The Heart and Soul of Financial Literacy” The Heart And Soul Of Financial Literacy from Thomas Neuhaus on Vimeo. Watch video here: https://vimeo.com/539887856 Download: PPT deck *Americans Lack Knowledge About Finance Business Insider survey of 2007 millennials: only 20.7% understood the terms and…