business at war with their customers

Culture Eats Strategy for Lunch -

Behavior change is the foundation for adoption - Complex Adaptive System Learn......

Why The Mayo Model....

Shareholder Value is not the right Model for this industry. Put the client at the center, put the quality Advisor next and the shareholder will do just fine..

The Role of Finance....

Finance has a huge Role to Play, Unfortunately over that last decade it has lost it's Way - Greed, etc topic for another day .....let's get back on track.....

The Future of Finance - How We Role.....

Why finance is important - the role it plays - our role the role of rating agencies regulators venture - lendindinstitutions etc etc to enhance the richess of Life - Not the life style of Bankers....

We have a role to play and we want to play on the first team.....

Fixing The "Losers Game" is not a Job for Madison Avenue....

.....This is Serious......We need Design Thinking........

The Keys to ModularFinance

Design Thinking

Behavioral Finance

Expertise

Roles and responsibilities

Culture

 Incentives

Unity of Purpose