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. 10x engineers Founders if you ever […]
Connecting is Compounding
I’m writing this week’s Connected Newsletter while I sit next to the coaching staff of the Jamestown Jimmies football team. They are […]
The Under-Appreciated, Most Important Solution You Offer Your Clients
Here in Charleston, high school is still in session until June 10. Given the perfect weather and school now practically year round, […]
The Conductors Guide to Ever Improving Wealth Management Companies
This week marks the one-year anniversary of the Connected Advisor Newsletter. Each week this past year, we’ve brought you a collection of […]
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 […]
The Four Types of Advisor Platforms & Why They Matter
Every May is a blitz. Our house is filled with birthdays, anniversaries, teacher appreciation week, Mother’s Day, concerts and ceremonies, the end […]
The Next 20: Reflections on Twenty Years in Wealthtech & Wealth Management
It’s May. The month where we wind down the school year, gear up for vacations and look forward to summer fun. For […]
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 […]