The Rising Tide
A weekly newsletter on the business, technology and people shaping the future of wealth management.
Smell the Smoke
What the rules of barbecue teach us about the long term future of wealth management.
Coke, Pepsi, and The Future of Your Tech Stack
Every tool you pick is a tribe you join. The real question is where your work gets to compound.
The Open Window to Reinvent Your Client Communication
The Q3 statements are going out. A lot of your clients won't connect with them — and now, finally, there's an alternative.
Homecoming
Going back to the places that built us.
Be the Microbrewery
How the principles of indie creation drive innovation in the future of wealth management
You Don't Need Another Integration. You Need Your Own.
The Downfall of Niche Practices
Charlie Munger's career advice, and an industry racing the other way
The Trees We Build Around
Why the most transformative work is built around the people that are already there
Pumpkin Spice: Why the Future of Wealth Management Will Ask You to Create a Category
How a bottom-of-the-list idea became an asset class.
The One Thing Spirit Airlines Never Charged For
A bankruptcy judge put a price on 34 years of Spirit's institutional memory. Your firm holds the same asset, and fifteen vendors are holding the keys.
Pick Two.
Embracing a New Paradigm for Achievement
The Autonomy Spectrum
Ask, Operate, Automate, Delegate — the four rungs of AI, and how to tell which one your firm is actually standing on.
The One-Page Firm
A Silicon Valley engineer solved recipe design in 2004. The internet ignored it for 22 years. There's a reason, and it applies to your firm.
Ashtrays on Airplanes
The FAA still requires an ashtray on a plane where nobody can smoke. There's a reason, and it applies to your firm.
22 to 7 - The Importance of Progress
From 22 hours to under 7. The record fell because swimmers shared what they learned. The families we serve need us to do the same.
The Storm That Clears the Air
Order isn't what tames intensity. It's what makes it work.
Not Unknowable. Just Unbuilt.
How to help wealth management experience a proper technology revolution
No Room for Sleep
The industry's been told to take the summer off for 250 years. This summer may be very different.
The RIA Growth Problem Nobody Wants to Name
Ben Carlson on the Pod, Milemarker Teaches Advisors About the Power of APIs in the AI Era and more
No One Should Care More Than You
The present/future of wealth management hinges on how much we care and how we deliver
Tenants, Not Landlords
2X Wealthie Nominations, Pershing INSITE Recap & A Look at How to Instill Freedom in Your Firm
Reduced By
The Next Wave of Leadership at Envestnet, MCP for RIA's Made Simple Webinars & More
The Spirit of Commencement & How It Can Transform Your Firm
Embracing AI for Your Firm & Behind the Scenes of MCF Advisors
The Era of Acceleration
OnePoint BFG Wealth Partners & How MCP's Are Changing the Wealth Landscape
