Jim Grote

All Jim Grote's Stories
Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don't get him started on home ownership.
Since taking over as CEO of 115-year-old Bartlett & Co., Kelley Downing has overseen an ownership buyback and steady growth.
RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.
Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.
Dale Yahnke has built up $2.1 billion in AUM by focusing on low costs and specific solutions.
After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently.
A former FPA chairman believes an international viewpoint can help advisors cope better with regulatory burdens.
A planning firm emphasizes educating clients, especially women, and staying current with them.
It takes plenty of schooling and savvy to coach executives.
An underrated idea for improving your practice: Join a study group.
Former engineer Lesley Brey creates a planner's paradise for herself.
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY