“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.
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.
Celestial Navigation, GPS and the Risk of Outsourcing Your Thinking to AI
Sailing taught me that my dependence on technology wasn’t just helping me, it was also numbing me and outsourcing my thinking.
Michael Nathanson on Scaling Your Firm From Practice to Enterprise and Letting Go to Accelerate Growth
Michael Nathanson shares how to transition from a practice to an enterprise and how leaders can build enduring firms by distributing power.
Sandy Kaul on Bitcoin, Stablecoins, Tokenization and the Birth of the Wallet-Based Ecosystem
Sandy Kaul breaks down the skepticism about digital assets and explains the major changes these technologies are bringing to finance.
Sebastian Mallaby on the Fed, Trump, AI, and the Shifting Battle Lines for Financial Power
Sebastian Mallaby discusses how central banks are navigating political pressure, AI, and the influential power of capital.