Articles

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 …

Economics and Darwinism share a fundamental law: species and industries must evolve and innovate to survive. The financial advisory industry …

What keeps you up at night?  If you’re like some leaders in the financial advisory space, you worry that technology …