There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the thread running...
The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happening in the labor market, why the current moment looks more like...
The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the first place. In this episode of The FutureProof Advisor,...
The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I explore three developments that together paint a picture of...
The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FutureProof Advisor, Shannon joins me again to work through another round of...
The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break down three developments that deserve serious attention: an AI...
The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down with Shannon to answer listener questions directly, covering...
The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in technology are no longer just talking about AI — they're generating real,...
Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwritten rules, workarounds, and deeply held assumptions that quietly...
We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity. In this episode of The FutureProof Advisor, I challenge that...
Every client that walks into an advisor’s office is carrying an invisible financial script. One they didn't write. One they can't even see. And what drives their worry, their fear, their questions about the portfolio? It's never actually the portfolio. There's always...
Every advisor I talk to says they want to innovate. Most of them are lying, not to me but to themselves. When you actually look at the math, the psychology, and the structure of firms around a successful independent advisor, playing it safe is not cowardice. It's the...
There is a major paradox in wealth management. We treat experience as the ultimate credential. More years equals more trust. Twenty years in the business and we've earned our stripes. Or so we think. What the research shows, and what I've seen play out in...
The experiment doesn't need to succeed. We have spent our careers managing risk. Accepting that something can fail probably feels wrong, unsettling, uncomfortable. We are trained on outcomes, on providing positive outcomes. That's what we're hired to do. But it's also...
I didn't want to start this newsletter this way, but I think it's the only way. We are all going to disappoint people. Not some people. People who matter. If we want to lead a firm and make a real impact on families, that's not a bug. It's a requirement. It actually...