Don Trone is the CEO and one of the Co-founders of the Behavioral Governance Institute and referred to as the “Father of Fiduciary” by the financial press. He is the former CEO and principal Founder of fi360; former Founder and President of the Foundation for Fiduciary Studies; former CEO of the Center for Board Certified Fiduciaries; and first person to direct the Institute for Leadership at the U.S. Coast Guard Academy.
9 Attributes of a Fiduciary Worthy of ‘Justified Trust’
When lay fiduciaries (trustees or investment committee members) lack the time, inclination, or knowledge to prudently manage their…
7 Behaviors of Exemplary Fiduciaries
The vast majority of our nation’s liquid investable wealth is in the hands of lay-fiduciaries—the 8 million men…
7 Ways to Make Your Fiduciary Presentations More Effective
You may want to consider pitching your pitch book. Another casualty of the current crises may be your…
What the DOL’s ESG Rule Really Means
What follows are fiduciary hacks and constructs that pertain to the DOL’s recent rulemaking regarding ESG/SRI. In the…
The First Casualty of Any Crisis
A crisis occurs when there’s an erosion of trust as a result of poor leadership, stewardship, and governance.…
Use Science to Improve Fiduciary Judgment
Neuro-fiduciary is the science that seeks a better understanding of what it takes to be a great fiduciary.…
7 Essential 401(k) Fiduciary Hacks
We’ve always recommended that retirement professionals follow the letter of the law. But, in the case of new…
What’s the Difference Between a File Clerk and a Fiduciary?
What’s the difference between a file clerk and a fiduciary? Come June 30th, not much. A clerk is…
Why ‘Resilience’ Is The New Critical Advisor Success Factor
Resilience is going to determine the quality of your reopening, your first-mover status, and whether your new normal…
How to Quarantine Your Practice Against the ‘Fiduciary Flu’
During this Covid-19 crisis, what skills did you draw upon so that you could properly serve your clients?…