“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.
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.
Use your Optimal Client Fee Range to Better Serve Your Clients and Grow Your Business
Here's how you can use your "optimal client fee range" to make sure that you have a healthy book of business.
My 3 Words for 2024
For the ninth time, I begin the New Year with My 3 Words, carefully chosen to remind, motivate, and guide me towards my best year yet.
Why People Plateau
People rise to their level of comfort then often switch from growth mode to maintenance mode.
2,500 Years of Thinking About “How Much is Enough?”
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.