The Three Factors that Determine if You Will Become an Exceptional Advisory Firm
Happy Friday! I’m writing to you while on my way home from Las Vegas after a busy few days at T3. On […]
Focus on the Family (Office)
I’ve been working with various family offices since 2010 or so. I was first introduced when I had to deal with only […]
Wealth Tech Leadership Enters a New Era
Hi there. Happy Friday! 2024 is off to an eventful start – from the SEC’s Bitcoin ETF approval to retirement announcements from […]
2024: The Year of Leadership Transformation in Wealth Management
Welcome, once again, to the New Year’s resolution season. January ushers in that magical time when we convince ourselves that this is […]
The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023
I hope your holiday week has been memorable and relaxing. Before we officially turn the page to 2024, I want to take […]
How Independence Fuels Innovation in Wealth Management
Before we all dive headfirst into the festivities and well-deserved relaxation of the coming week, there are a few thoughts swirling in […]
Rethinking Your Communication Strategy in 2024
I blinked, and it was Friday. This week is one of those where it feels like it just started, and yet here […]
The Need for Continuous Innovation in Wealth Management
Happy Friday from Dallas, TX. I’m writing to you as I wrap up my last work-related travel of 2023. Looking forward to […]
The Power of User Stories in Wealth Management
This week I had a fantastic opportunity to listen to some of the next generation’s up-and-coming business minds while I judged a […]
What It Takes to Formulate a Clear Strategy in 2024
I hope you had a great Thanksgiving yesterday! Whether you spend today scoring the best deals, surfing the web for what you’ll […]
The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality
As I’ve probably mentioned a million times in this newsletter, I’m a huge college football fan. While I was back in Omaha […]
Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management
Happy Friday! I am writing you while in Omaha, NE. While I’m here, I’m meeting with some new members of our team […]