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Practical insights to help run a better advice business.

 

The Information vs Action Paradigm

In the last two years, 90% of the information created since the beginning of time was created, to me, that's mindblowing. Elon Musk was recently interviewed by Joe Rogan...

THE 3 BIGGEST SERVICE OFFER MISTAKES ADVISERS MAKE

Right now the lens is on a few things in our industry. Service offerings are one of them. I don't think it's all bad, but it's definitely got many in a high state of...

THE DANGER IN SKIPPING STRAIGHT TO IMPLEMENTATION

I've had one of those weeks where the same damned thing kept happening. First time, I was in a session working on a service/ pricing model build with a team of brokers....
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