A consultant is someone who saves his client almost enough to pay his fee.

A consultant is someone who saves his client almost enough to pay his fee.

A good leader takes a little more than his share of the blame, a little less than his share of the credit.

Happy is the person who knows what to remember of the past, what to enjoy in the present, and what to plan for in the future.

Getting a client who has built up liquid assets of, say, one million dollars to pay an annual, upfront fee of $10,000 is a much harder sell than the $400- to $500-per-trade transaction. The client has to be convinced of the value-added.

One of the tests of leadership is the ability to recognize a problem before it becomes an emergency.