Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.
Lessons on Improvising Your Way to Success From a Second City Exec
Kelly Leonard of The Second City discusses how improv can improve your management performance and strengthen your personal relationships.