Don Trone: We May Be Doing It Wrong

3ethos CEO Don Trone published an article for Napa-net.org on how investment advisors and a one-dimensional approach to investment management has not served investors.

Consider this quote from management guru Ram Charan:

“Seventy percent of strategic failures are due to poor execution of leadership. It’s rarely for lack of smarts or vision.” (Execution: The Discipline of Getting Things Done)

See the complete article, linked here.

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Don Trone: 'Just Say No' to CFP Board's New Standards

3ethos CEO Don Trone published an article for ThinkAdvisor on the issues of the new ethical standards and past governance issues with CFP Board.

The Board doesn’t give a hoot about certificants, nor about the best interests of the public. The Board’s fiduciary initiatives are being fueled by politics, power, ego and greed. 

If the CFP Board were a country, it would be North Korea.

The Board has done more harm to the fiduciary movement than any other organization. And given the absence of transparency and of good board governance, certificants need to understand that there is no self-correcting mechanism to drain the swamp. 

A link to the ThinkAdvisor complete article is here.

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#dontrone #cfpboard #behavioralgovernance #stewardship #leadership #fiduciary