Fellow Advisors, I’m committed to helping financial advisors like you deliver exceptional value to your clients—especially when it comes to one of the most critical moments in a business owner’s…
I recently came across this post about executive coaching being paused and replaced by AI. It’s a conversation I know is happening in boardrooms and client meetings across the financial…
In the world of exit planning, clarity around the role of the value adviser is essential. While you’ll hear terms like “coach” or “consultant” tossed around, a true value adviser…
As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights…
Exit planning has transformed dramatically in recent years, evolving from a one-time transactional event into a comprehensive, value-driven strategy. Today’s business owners expect more than just a sale — they…
This week’s newsletter kicks off a new series on one of the most powerful drivers of business growth and successful exit planning: Centers of Influence (COIs). We’ll also spotlight the…
Dear Business Owners, Exit Planning Professionals, and Financial Advisors, What’s the biggest risk in exit planning? It’s not just market volatility or valuation swings — it’s the “car wrecks” that…
I am writing this week's blog Tuesday night ahead of the Thursday publication date. Normally, I am trying to inspire or educate. Not this time. When talking to business owners,…
I have been working on this one for decades. This will be on the SRT website sometime this week, but I couldn’t wait to share it. I was compelled to…
In the world of professional services, particularly for financial advisors, the way we grow our businesses is constantly evolving. Yet, many of us cling to outdated methods, not because they're…
