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Dan Goldie tells how his NY Times bestselling book has changed his practice, and how his co-author affected his life

The ex-tennis pro now has windfall prospects but still structures his RIA firm so he can spend all his time with clients

Author Steve Garmhausen December 2, 2011 at 7:46 AM
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Dan Goldie: They already know the investment approach before we even talk.

Related Moves

Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure

Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.

February 10, 2023 at 3:39 AM

RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors

Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.

November 3, 2022 at 1:59 AM


Mentioned in this article:

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




Elmer Rich III

Elmer Rich III

December 4, 2011 — 5:39 PM

Here’s are question with all popular business books — where is the independent, peer-reviewed, scientific evidence that any of the recommendations, ideas and tips will work for any one else?

If we all all embracing fiduciary standards wouldn’t:

- Any advice need to have a sound evidence/fact/data basis — like medical or legal advice?

- Any material benefits and interests need to be fully disclosed?

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