The Expectation Revolution: What It Really Means to Cultivate a Meaningful Client Experience
Apple released its brand-new Vision Pro headset late last week. If you want to spend $3,499, you can order a pair, pop […]
Why 2024 is the Year You Will Get Real About Owning Your Data
Hey Siri, What is a label for the concept of when a critical company promises improvement and then continues to delay that […]
The Three Factors that Determine if You Will Become an Exceptional Advisory Firm
Everybody has at least one. Everybody has that album that you press play, track one, and you glide through every song in […]
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
On Monday of this week, Bill Crager, CEO and co-founder of Envestnet, announced that he would be stepping away at the end […]
2024: The Year of Leadership Transformation in Wealth Management
A little over 20 years ago, Death Cab for Cutie released an album, “Transatlanticism.” One of the top tracks on the record […]
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
On Monday of this week, news broke that Figma and Adobe, two design and creative software giants, were discontinuing their merger plans. […]
Rethinking Your Communication Strategy in 2024
When I first entered this industry, communication looked much different than today. I’m showing my age here, but writing lengthy emails and […]
The Need for Continuous Innovation in Wealth Management
When I think about AI, a lot of emotions come to mind. Excitement, uncertainty, curiosity, fear. The fear comes in the existential […]
The Power of User Stories in Wealth Management
We’re officially in the thick of the holiday season. While things change from year to year and the people we spend each […]
What It Takes to Formulate a Clear Strategy in 2024
In my work, I interact with numerous exceptional wealth management firms, setting new standards nationwide. A common theme that has emerged among […]