Articles

Not too familiar with the term VR? It’s not a term we use everyday in the financial advisory space, but …

One of my favorite sports debates is the definition of the Greatest of All Time. I’m especially intrigued by how …

What do clients want from their financial advisors?  That question is a regular topic of conversation on my podcast, Bridging …

It’s hard to argue that our industry must adopt new technologies if we plan to survive and thrive in the …

Among Steve Jobs’ leadership skills was an ability to project what colleagues called “the reality distortion field.” If Apple’s best …

How does the leadership team at your firm feel about failing? I hope they embrace it. Failure can play a …