Videos, articles and resources to help you build a FutureProof advisory firm.
Technology keeps creeping ever deeper into our daily lives. From smartphones that keep getting smarter and smarter to self-parking features built into new model cars, its… Read More
In the early 20th century, it was common for saloons to offer a free lunch buffet to customers who bought at least one drink. This was a… Read More
Not too familiar with the term VR? It’s not a term we use everyday in the financial advisory space, but Fidelity is showing us all how… Read More
One of my favorite sports debates is the definition of the Greatest of All Time. I’m especially intrigued by how sports legends from earlier eras would… Read More
What do clients want from their financial advisors? That question is a regular topic of conversation on my podcast, Bridging the Gap. The short answer, according… Read More
It’s hard to argue that our industry must adopt new technologies if we plan to survive and thrive in the coming decades. So why do so… Read More
Among Steve Jobs’ leadership skills was an ability to project what colleagues called “the reality distortion field.” If Apple’s best scientists and designers told Jobs that… Read More
How does the leadership team at your firm feel about failing? I hope they embrace it. Failure can play a central role in shaping future success…. Read More
Economics and Darwinism share a fundamental law: species and industries must evolve and innovate to survive. The financial advisory industry is dangerously close to violating that… Read More
What keeps you up at night? If you’re like some leaders in the financial advisory space, you worry that technology is turning our core service into… Read More