Trustworthiness Tops Millionaire Desires in Advisors

Trustworthiness is also what gets advisors referrals, according to the Spectrem survey, which included interviews with 25 estate-planning attorneys and 25 accountants who target families with more than $1 million in assets, Millionaire Corner writes.


Are Good Managers Born or Made?

People who are masters of their profession — for example lawyers, architects or engineers — may not be the most interested in or best equipped to do well managing people, Vanderslice points out.