Industry-Leading Insights.

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

“You never let a serious crisis go to waste. It’s an opportunity to do things you didn’t think you could do before.” As America and the… Read More

On my Bridging the Gap podcast, we do a segment called “Buy or Sell.” I throw out a statement and ask my guests whether they agree (buy) or disagree (sell) with it.

As a leader in the financial advisory space, you no doubt understand the importance of technology; how it is transforming and improving our industry.

On a recent edition of an NPR’s Science Friday the host asked listeners about their biggest sci-fi fear about the future. The common thread that emerged… Read More