David Dubofsky

The Affluentialist: Reading Your Clients

By Lewis Schiff | November 1, 2009

Last month we looked at a recent study that examined how advisors' regular relationship with clients is not devoted to just pure financial matters. Advisors...
The Affluentialist: Beyond the Numbers

By Lewis Schiff | October 1, 2009

The advisor had worked for a few months with the highly successful client who owned a wholesale distribution company, carefully noting his goals, family concerns,...

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Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.