Be Alive Today
As you read this, I’m standing in a wild trout stream in Central Pennsylvania with a good friend, being guided by Dominic Swentosky of troutbitten.com. In my opinion, one of…
Operating and Living With Constraints: The discipline behind the firm you would actually build today
This week is about constraints. The ones that your life gives you. The ones you choose. And the ones that quietly decide whether your business serves your life or consumes…
The $20M Cage
Why the most successful advisors I know are often the least free. And what the Kitces data is quietly telling us about how to fix it. Last week I stood…
The Reality of Sales Today: You Were Chosen Before They Called You
My friend Adam Gray posted something on LinkedIn this week that stopped me mid-scroll. He was breaking down the 2025 6sense Buyer Experience Report, and one stat in particular hit…
Are You a Sales Organization? If Not, You Will Struggle as an Advisor to Business Owners and a CEPA
Let me start with a question that makes a lot of advisors uncomfortable, usually because they already know the answer. Are you a sales organization? Not “do you sell.” Not…
You Can Wreck a Referral Without Ever Touching the Steering Wheel: Understanding Multi-Generational Referrals When You Are Given One
One of the things that came up recently in my private client coaching work was painfully insightful: People still don’t understand the depth of what I am trying to communicate…
The Transition from Expert to Advisor: How Smart Professionals Enter Exit Planning the Wrong Way
One of the most common and least discussed problems in professional services is this: What happens after you decide what you want to do? You’ve got credentials. You’ve got experience.…
The Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever
I recently had one of those rare moments of absolute clarity. As someone who has spent a lifetime in the world of referrals and trusted relationships, I’ve always known the…
How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
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…
Why Referrals — and Human Relationships — Matter More Than Ever in the Age of AI
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…