The Trouble Tree

I hired a plumber to help me restore an old farmhouse, and after he had just finished a rough first day on the job: a flat tire made him lose two hours of work, his electric drill quit and his ancient one ton truck refused to start. While I drove him home, he sat in stony silence. On arriving, he invited me in to meet his family. As we walked toward the front door, he paused briefly at a small tree, touching the tip of the branches with both hands.

When opening the door he underwent an amazing transformation. His face was wreathed in smiles and he hugged his two small children and gave his wife a kiss. Afterwards he walked me to the car. We again passed by the tree and my curiosity got the better of me. I asked him about what I had seen him do earlier. “Oh, that’s my trouble tree”, he replied “I know I can’t help having troubles on the job, but one thing’s for sure, those troubles don’t belong in the house with my wife and the children. So I just hang them up on the tree every night

Continue Reading →

Paul Tudor Jones being interviewed by Goldman Sachs CEO Lloyd Blankfein

As you know – we are huge fans of PTJ – Paul Tudor Jones who has been successfully trading since he started Tudor in 1980. Tony Robbins has been coaching him every single week for something like 25 plus years. Here is the ever so humble and shy yet lethal Paul Tudor Jones being interviewed by Goldman Sachs CEO Lloyd Blankfein. Its a masterful demonstration of someone who has harnessed an authentic identity and is comfortable in his skin.

Click here to visit the original video and notes from Goldman Sachs

Click here to read all about Just Capital:  JUST Capital was co-founded in 2013 by a group of concerned people from the world of business, finance, and civil society – including Paul Tudor Jones II, Deepak Chopra, Rinaldo Brutoco, Arianna Huffington, Paul Scialla, and others. By es

Continue Reading →

Top 25 global wealth management firms – who wins

LONDON – Assets Under Management (AUM) at the top 25 global wealth management operators grew 17.0% on average this year, finds Scorpio Partnership’s 2018 Global Private Banking Benchmark. This means the top 25 operators now collectively manage USD16.2 trillion.

Just as a rising tide raises all boats, wealth managers were able to capitalize on favorable market conditions in 2017 as a core driver of growth. The FTSE All-World Index advanced nearly 22% during the year and global economic growth was estimated to have reached 3%, an uptick from 2.4% in 2016.

However, there were also positive indicators that firms achieved greater success in drawing additional assets from new and existing clients in 2017. On average, the contribution of Net New Money to AUM, which was flat in 2016, rose to 4.3% in 2017 for those firms who declared this data.

Figure 1: Top 25 private banks worldwide by assets

Continue Reading →

Common Sense Investment Advice from Tony Robbins and Lewis Howes

Here’s a great video interview of Tony Robbins and his 7 Simple Strategies for Financial Success


Lewis Howes with his School of Greatness did a great job of get the big man to spill the beans, keeping it real and down to earth. Nice Job. Check out Lewis Howes School of Greatness – He is formidable and his podcast is out of this world.

Here’s a link to Tony Robbins. Did you know that as a philanthropist, through his partnership with Feeding America, Mr. Robbins has provided over 325 million meals in the last 3 years to those in need. He is on track to provide a billion meals over the next 7 years. He has also initiated programs in more than 1

Continue Reading →

Financial crisis: Lessons learned by advisors

This is a terrific lookback article written in 2013 that should really give us some food for pause – thought and rethinking of the way Financial Advisors do business …..

so given that we know that “this time it’s different” is never actually true – surely advisors should look at changing their business models before the next inevitable downturn or sell-off.

By 2020, non-fiduciary advisors — i.e., brokers — will be well on their way to complete extinction,” says Larry Miles, principal at AdvicePeriod in Los Angeles. “Consumers will have finally rejected advisors who are not legally obligated to do what is in their clients’ best interests.” ….

mmmm … interesting

Original article by Ilana Polyak, Special to – click here to see the original article

Just like death and taxes, financial advisors know that markets going

Continue Reading →

Is the World Giving you What you Want?….Here’s How To Get It

Are You Getting What You Want Out of Life?

If you are not getting what you want and desire out of this World, perhaps it is because you are not clear about your outcome.

My husband reminded me of this recently when I was running a half marathon.  You see, I had a goal, but for the month prior to the race I hadn’t trained properly and was also experiencing some bizarre pain in my right foot.  On the night before the race, I told him that although I had a goal to beat my previous time by 7 minutes, I would now be happy if I could even repeat my last time.  He looked at me and said, “you can do this, you just need to DECIDE”.  It was hard to refute this, since those very words had been my mantra with him and my boys forever.  He said, get your eyeliner out and write your time on the mirror in our hotel bathroom.  I thought about it, and then got the pencil out.  I was tempted to write a time that was a few minutes slower than what I initially hoped to achieve – but th

Continue Reading →

Don Steinbrugge – A Master Marketer and Business Builder

As you probably already know – we are big fans of Don Steinbrugge and his approach to raising capital and his approach to building a business. He is probably the best 3rd Party Marketer in the Hedge Fund Business. We are also huge fans of Matthias Knab and the team at Opalesque – these two we believe are at the top of their game. So here’s a neat video of Matthias Knab interviewing Don Steinbrugge.

By the way, Opalesque TV has a great offer for Emerging Managers – Click here to find out more and how to showcase your business on this great platform

Don is the founder of

Continue Reading →

Emerging Manager Friday

We are in the business of helping emerging managers become winners. We wan’t your prospective clients to say “wow, this is exactly what I have been looking for !!!” Read more about what we do to take emerging fund managers from amateur hobbyists to pro’s and eventually help them to become game changing SWAT teams.

Continue Reading →