This article for affluent investors in the New York Times section "Wealth Matters" discusses the importance of spending time and effort in choosing a financial advisor who will fit one's needs, with comments by Jim Grubman on the issue.
Taking the Time to Pick the Right Financial Advisor - New York Times, April 2011
Online security issues are becoming more prevalent and problematic in the age of social media. Understanding how to discuss and manage these issues for family offices and their clients is the subject of this timely article in the Campden FO magazine.
On the Front Line: Family Offices and Online Security - Campden FO magazine, Spring 2010
The work by Jim Grubman and others in training top-end wealth managers to have excellent communication skills is profiled in this Registered Rep article by industry expert Charles Paikert.
Listen Up: Improving Client Relationship Skills Gaining Priority for Wealth Managers - Registered Rep, June 2011
Wealth management thought leader Bob Veres details the crucial issues that go into long-term transition planning for successful wealth management firms in two articles from the summer of 2010. "Wheel of Competence" summarizes the growing information on succession planning from interviews with experts including Jim Grubman. The second, longer article "Untying the Knots of Business Equity" goes into much greater detail about Jim's perspectives and his work with firms. The bottom line: leaders of financial firms must understand how the integration of client services and organizational management is fundamental to future growth and prosperity.
Wheel of Competence - Financial Planning, June 2010
Untying the Knots of Business Equity - Bob Veres Inside Information e-column, July 2010
The Winnipeg Free Press highlighted Jim Grubman's work with wealthy families in this article describing a keynote presentation he gave to the Kaizen 2011 conference of the Canadian Association of Gift Planners, an organization that facilitates philanthropic giving throughout Canada.
Getting, Giving, Inheriting - Winnipeg Free Press, March 2011
Research Magazine featured Jim Grubman in its "Profiles in Success" series, detailing his background and personal history in the development of his wealth consulting practice.
Profiles in Success: Mind Over Money - Research Magazine, October 2008
Business Week magazine profiled Jim Grubman and the field of wealth counseling. The emotional impact of sudden wealth was described for one client couple, with examples of practical recommendations often used in these situations.
The Angst of Newfound Riches - Business Week, July 2007
The German magazine FOCUS interviewed Jim Grubman about some of the common issues wealthy clients face, including feelings of guilt, sudden wealth syndrome, and dealing with friends with different levels of resources (see page 108 of article):
Eine Klasse fur sich - FOCUS magazine (in German), March 2008
Conde Nast's Portfolio.com online magazine profiled Jim Grubman and the field of wealth counseling. Some of the difficult issues for wealthy families were discussed along with the benefits of collaborating with financial firms to work on these effectively.
Mad Money - Portfolio.com, December 2007
