• Home
  • Memo
    • Past Memo Archives
    • Podcast (iTunes)
    • RSS Feed
  • Roy H. Williams
    • Private Consulting
    • Public Speaking
    • Pendulum_Free_PDF
    • Sundown in Muskogee
    • Destinae, the Free the Beagle trilogy
    • People Stories
    • Stuff Roy Said
      • The Other Kind of Advertising
        • Business Personality Disorder PDF Download
        • The 10 Most Common Mistakes in Marketing
          • How to Build a Bridge to Millennials_PDF
          • The Secret of Customer Loyalty and Not Having to Discount
          • Roy’s Politics
    • Steinbeck’s Unfinished Quixote
  • Wizard of Ads Partners
  • Archives
  • More…
    • Steinbeck, Quixote and Me_Cervantes Society
    • Rabbit Hole
    • American Small Business Institute
    • How to Get and Hold Attention downloadable PDF
    • Wizard Academy
    • What’s the deal with
      Don Quixote?
    • Quixote Wasn’t Crazy
      • Privacy Policy
      • Will You Donate A Penny A Wedding to Bring Joy to People in Love?

Monday Morning Memo

 

One in every five American adults is the customer of a family that you have never heard of. Their company generates more than $32 billion in annual revenue. And the $17 trillion in customer accounts and investment funds it manages exceeds the gross domestic products of Germany, Japan, and India combined. Yet despite Fidelity Investments’ enormous influence, relatively little has been known about the family behind the Boston-based multinational financial services giant.

In a new book, Justin Baer, deputy markets editor at The Wall Street Journal, reveals the dramatic three-generation saga of the fiercely private Johnson family and how they helped transform American investing.

This week, Baer shares the behind-the-scenes story of Fidelity’s success with roving reporter Rotbart, and the universal lessons Fidelity’s rise offers in leadership, marketing, innovation, and succession planning.

Email Newsletter

Sign up to receive the Monday Morning Memo in your inbox!

Download the PDF "Dictionary of the Cognoscenti of Wizard Academy"

Random Quote:

“Fiction writers are fully ten times more likely to be bipolar than the general population, and poets are an amazing forty times more likely to struggle with the disorder. Based on statistics like these, psychologist Daniel Nettle writes, ‘It is hard to avoid the conclusion that most of the canon of Western culture was produced by people with a touch of madness.’ Essayist Brooke Allen does Nettle one better: ‘The Western literary tradition, it seems, has been dominated by a sorry collection of alcoholics, compulsive gamblers, manic-depressives, sexual predators, and various unfortunate combinations of two, three, or even all of the above.'”

- Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human

The Wizard Trilogy

The Wizard Trilogy

More Information

  • Privacy Policy
  • Wizard Academy
  • Wizard Academy Press

Contact Us

512.295.5700
corrine@wizardofads.com

Address

16221 Crystal Hills Drive
Austin, TX 78737
512.295.5700

The MondayMorningMemo© of Roy H. Williams, The Wizard of Ads®