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.
5 Tough Decisions RIA Leaders Avoid That Hold Them Back
5 tough decisions that you’ll inevitably face as an advisory firm leader. How you respond will determine the growth trajectory of your firm.
How to Add Making Commitments to Your Goal-Setting Process
Why adding "making commitments" to your goal-setting process is a more effective way to achieve what's most important to you.
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.
My 3 Words for 2023
For the eighth time, I begin the New Year with My 3 Words, chosen to remind, motivate, and guide me on my road to my best year yet.
Can You Ever Have Enough?
There's never enough and more is better. Society tells us this but they are two toxic money myths says Lynne Twist.
You Don’t “Conquer” a Mountain
Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.
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.