by Dan Vosgerichian | Sep 12, 2025 | Blog
In Schwab’s 2025 Independent Advisor Outlook Study — Trust, Talent and Technology Shaping the Next Era of Independent Advice — two industry priorities emerged: Building teams for tomorrow: Strategic thinking, tech fluency, and emotional intelligence The client...
by Dan Vosgerichian | Sep 12, 2025 | Blog
The Truist Leadership Institute, a research and advisory arm of Truist Bank, recently conducted a comprehensive review of the field of executive presence. Their findings, published in Executive Presence: Disrupting What We Think We Know, challenge many of the...
by Dan Vosgerichian | Sep 12, 2025 | Featured Articles
In the world of fund management, billions can hinge on a single decision. The pressure is relentless — market volatility, performance demands, and internal scrutiny create a psychological strain that few professions encounter. Peter Lynch, one of the most successful...
by Dan Vosgerichian | Sep 12, 2025 | Featured Articles
Fund Managers sometimes treat recovery as a reward — a well-earned pause after the pressure subsides. It’s understandable. In finance, the pace is relentless and the stakes are high. But this mindset can lead to the same mistake seen in high-performance domains like...
by Dan Vosgerichian | Sep 12, 2025 | Featured Articles
In wealth management, technical expertise may open the door — but it’s emotional intelligence (EQ) that keeps relationships intact when markets shake and clients panic. The ability to read emotional dynamics, regulate one’s own reactions, and guide others through...
