5 Questions Bart Mackler Says You Must Ask When Switching Financial Advisors

May 15, 2025
Breaking up is hard, especially when it comes to finances. The decision to switch financial advisors should not be taken lightly, and the transition itself requires careful consideration to avoid costly mistakes. Bart Mackler, a financial advisor with over 25 years of industry experience across various firms, has observed numerous clients navigate this challenging transition. […]
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5 Tips For More Productive Advisory Board Meetings

December 6, 2021
The average CEO spends 72% of their time in meetings, according to the Harvard Business Review. It’s by far their dominant activity, so any productivity advice for them should focus squarely on how to get the most out of their meetings. CEOs are often paid the most per minute of anyone in a company, so […]
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