The Under-Appreciated, Most Important Solution You Offer Your Clients
Years ago, when I was in charge of bringing in Orion’s new business, I got a firsthand view of the wide variety […]
The Conductors Guide to Ever Improving Wealth Management Companies
This past week, as part of our end-of-year activities, my sixth-grade daughter performed for around 1,000 people from our community, marking the […]
The Rise of the Data Refinery
Years ago, The Economist reported that data had overtaken oil in value. Data was the new oil. This marked a milestone in tech […]
The Four Types of Advisor Platforms & Why They Matter
The hype machines love to spin the fastest around M&A. “Advisors are old.” “We don’t have enough young people.” “Value is now.” […]
The Next 20: Reflections on Twenty Years in Wealthtech & Wealth Management
Twenty years ago, I was four weeks away from marrying Kim Mackrill and finishing undergrad. At the same time, I was trying […]
For the Dogs
Where did this week even go? I bet you feel the same way. This week, I was over the river and through […]
Building a Championship Mindset in Our Wealth Management Companies
If you ask someone what the top sports teams in history are, there are a few that tend to pop up over […]
Transforming March Madness into Lessons for RIAs: A Reflection on Championship Dynamics
This year’s March Madness captured the country’s attention for its climatic showcase of college basketball talent and for shining a spotlight on […]
The Growing Importance of Owning and Controlling Your Independence
This year, the world will get the privilege of experiencing another Summer Olympic Games. This year’s games will take us all to […]
A Pirates Guide to Unleashing the Power of Your Process
You’re likely familiar with at least one personality system – from Meyers Briggs to DISC or Strengths Finder, you may have even […]
The 53-Hour Workweek – Why Your Lack of Time is the Real March Madness
The last time Nebraska made a bowl game seems like forever ago. Nine years, to be exact. My oldest son, Gideon, and […]
Making Contact Isn’t Just for Jodie Foster – Why You Need to to Make Contact with Your Clients
Here’s hoping your money was on Oppenheimer last Sunday night. Our house was torn between Barbie and Killers of the Flow that […]