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 […]
The Future of Firm Operations – Automation, Integration and Introspection (Part 2)
AI is changing pretty much everything about our world. The wealth management industry is no different, and your firm won’t be exempt […]
The Future of Firm Operations – Automation, Integration and Introspection
“If we can scale to X of clients, we will be able to Y.” In this age-old fill-in-the-blank equation, firm leaders look […]
What The Most Successful Advisors Will Borrow from Software Engineers in the Months and Years Ahead
The concept of Git has been around for over 20 years. Git is a method for tracking changes in source code during […]
The Expectation Revolution: What It Really Means to Cultivate a Meaningful Client Experience
It’s Super Bowl weekend! Whether you’re rooting for your favorite team, looking forward to the halftime show, or simply enjoying the time […]
Why 2024 is the Year You Will Get Real About Owning Your Data
Today’s the big day. The day we determine if spring is on the horizon or if we are facing six more weeks […]
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 […]