Duncan MacPherson on How Advisors Can Thrive in the AI Era
Duncan MacPherson believes this is the best time in history to be a financial advisor -- if you're willing to evolve.
John Scianna on Building an Authentic Enterprise-Grade RIA Brand
John Scianna, the Founder of Objective Brand, on building a brand that attracts your ideal clients and repels folks you shouldn't work with.
“Both/And” Thinking: Kelly Lewis on Navigating Polarities to Deepen Client Conversations
Kelly Lewis explains why leaders need to understand the difference between a problem to be solved and a polarity to be navigated.
Jamie Hopkins on Exit Planning, Training New Advisors, and “Your Retirement Sketchbook”
Jamie Hopkins discusses why business exit planning will be the single greatest organic growth engine over the next 15 years.
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Discussing AI and the future of financial advisory with Dan Haylett of TFP Financial Planning and Alan Smith of Capital Partners.
Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value
Lisa Salvi discusses the current pace of AI innovation and why AI is forcing advisors to redefine their core value proposition.
Zoo-Fed Bears Don’t Get Equity. Andy Schwartz on Building a Performance Culture That Wins
Andy Schwartz on how he plans to scale a $15 billion firm even as the bottom might be “falling out” for financial services.
From Advisor to Owner to Investor: How Firms Really Scale
I was interviewed on Dave Zoller's show to discuss how to run your business as if you were the investor in it, not the owner-operator.
My 3 Polarities for 2026
I discuss how well I executed on my 3 polarities from 2025 and then reveal my new polarities for 2026.
Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
Nikki Henderson on life transitions, paradoxes and polarities in leadership, and decision-making under pressure and uncertainty.