To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
3 Ways to Cultivate an Organic Growth Culture
It's about cultivating the soil that allows organic growth to thrive.
Adding More “Right Hemisphere” Thinking to the Retirement Planning Process
What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.
10 Key Ideas From My Top Podcasts of 2022
Pick one or two ideas from my top podcasts of 2022 that really resonate with you and then go all in on making them happen this year.
You Don’t “Conquer” a Mountain
Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.
What Makes a Great Leader?
Great leaders are not superhuman. They're not "born." They cultivate the aspects of great leadership over their lifetime.
RIA Organic Growth is Practically Non-Existent
Net organic growth of RIA firms is quite low (even negative!) when you, by definition, exclude market movement. Here's what the data shows.
Paul McCartney at 80 and the Passing of Time
Paul McCartney is a shining example of living a full life.
Best Books for Financial Advisors to Deepen Your Self-Awareness
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
The Rule of 40% for Financial Advisors
Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.