Growing and Moving Up-Market: A Case for Specialization
In my 20+ years in Financial Services, the industry has seen many changes. As a good friend once said to me, “change is mandatory; how you adapt is a choice,” and for financial professionals who are poised to adapt to trends, there is real opportunity for growth and a shift up-market. Perhaps the biggest trend […]
A Simple Framework for Year-End Planning
Year-end has always signified a few things to me: the start of football/basketball seasons, the leaves changing color (and subsequent raking them into piles when they fall…), and sweater/hoodie-weather, to name a few. As business owners and leaders, it’s also a great time to reflect on your company’s performance and to plan next year’s undertakings […]
What a Time to Be Alive: Navigating AI Advancements with Confidence and Care
I’ve been using a saying recently. It’s one of those sayings that’s obvious—maybe even obnoxious—but I like to say it in a way that simplifies complex thoughts and feelings on heady topics. It also reliably earns an eye roll from my teenage daughter whenever I empathically say it in public, especially with strangers, which, I’ll […]
