Wealth Management Daily Memo

JULY 24, 2020

PEOPLE

Joe Duran on Year One With Goldman Sachs Personal Financial Management

Erick Bergquist

Joe Duran, managing partner and head of Goldman Sachs Personal Financial Management, answers questions on life and work inside Goldman Sachs.

PROSPECTING

How to Respond to the 5 Most Terrifying Words in Sales

Kevin Nichols

There are right and wrong ways to answer when a prospect says, "Let me think about it."

SPONSORED CONTENT

Bridging the Generational Gap: How to Attract Emerging High-Net-Worth Investors

Sponsored by Orion Portfolio Solutions

What services and experiences emerging HNW investors want from financial professionals? What causes them to look for new asset management? What you can do to attract — or keep — them?

EQUITIES

Poker Skills Can Make Investing Less Like Gambling

Joe Nocera

A writer explores how playing cards taught her to discipline her thinking and focus more on process than outcomes.