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…
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…
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…
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…
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…
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.…
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…
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…
