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.
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
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.
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.
How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman
Antonia Burchman shares how Miracle Mile Advisors responded to their pivot points and paints a path forward for advisory firm leaders.
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.