The Connected Advisor
Why Most Teams Are Just Group Projects in Disguise (And How to Fix That)
Remember group projects in school? The ones where one person did all the work, and everyone else just coasted along? If we […]
Milemarker Earns SOC 2 Certification
At Milemarker, security isn’t just a promise—it’s the foundation of everything we do. Today, we’re excited to announce that Milemarker has officially […]
Hurricanes, Markets and Managing the Rapids
As I write this, I’m sitting up and looking out for waterspouts in the Atlantic that are turning into a series of […]
Fly Your Brand: Take a Tip from The Big Ten’s New Feathered Friend
This past week signaled the start of a new season of college football. With fall training camps starting, the media gets its […]
Being the Buoy: Choppy Seas Make Valuable Client Experiences
I’ll assume that you agree with me that it seems like the sea of life is a bit choppy at the moment. […]
How Wealth Management Firms Can Give Creativity a Permission Slip
Most of us can remember specific milestones in our lives where we found life changing inspiration. There have been times when we […]
What In-N-Out Teaches Advisory Firms About Managing Exceptions
Everyone loves preferential treatment. Surprisingly, this also includes advisors. 🙂 The first time I saw this in an extreme form, was when […]
Getting Real on Independence
Humans have longed for independence way before Francis Scott Key wrote a poem about the defense of Baltimore or a letter was […]
Call Your Shot: Why Having Your Own Platform is Essential to Controlling Your Destiny
How many of us were impacted in one way or another by the Schwab acquisition of TD Ameritrade? I don’t think many […]
The Massive Gap in Most Wealth Management Technology
I’m sure all of us are familiar with the KISS principle – keep it simple, stupid. Most of the time, this principle […]
Finding Strategic Partners that Make a 10X Impact
Several years ago, there was a trend of talking about the idea of a 10X engineer. While the idea of 10x might […]
Connecting is Compounding
For as long as I can remember, my involvement in the financial services industry has revolved around bringing things together. When I […]
