Surrender
Brute force may temporarily solve a problem or help you reach a goal. But surrender, in its purest form, is more enduring.
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.
A 3-Step Plan to Make Difficult Decisions
As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.
Where’s Your Next Growth Spurt Going to Come From?
What got you here won't get you there. Big decisions arrive at pivot points.
Decoding Your Emotions to Drive Top-Level Performance
Digging into emotions is uncomfortable for many of us. But advisors who are trained in this type of work will add transformational value.
Make 3 Bold Moves
By making bold moves from a position of strength, you increase your company's resiliency and create space to respond powerfully to crises.
My 3 Words Review and My 4 Filters for 2022
I review my 3 words for 2021 and share why I am NOT doing this exercise in 2022 and what I’m doing in its place.