Paul’s Editorials
January 8, 2025
Big 4 Lifers
Happy New Year, friends. Many thanks for reading my bi-weekly editorials in 2024. A special thanks to those who liked or commented on them.
December 9, 2024
Yabba Dabba Doo: Perception vs. Reality
The only financial advisors who join the Big 4, Merrill, Morgan, UBS & Wells, are other Big 4 financial advisors.
November 4, 2024
Is Corporate Culture Broken?
Half of all marriages are broken. One-third of all children are living in a single parent household. Adults are spending less time with their friends today compared to ten years ago.
October 21, 2024
Life's Priorities
I do my best worrying between 3:45AM and 4:30AM. My digital clock is easy on the eyes - soft blue numbers that precisely change every 60 seconds. As someone who rises at 5:30AM, I usually debate the question, “ Should I get up or try to go back to sleep.” Of course, the latter is almost never feasible.
February 20, 2024
What’s the Future of the Big-4?
Merrill Lynch once had approximately 16,000 financial advisors working in their legacy branch offices.