Blog

The Efficient AdvisorGrowth Through Precision, Not Chaos Let me start with a simple exercise.Take out a piece of paper and write down one thing that's slowing you down right now. Something affecting your productivity. Something...

The Business Owner MindsetAre you building a practice — or building a business? Here's a question worth sitting with: Are you a practitioner building a practice, or a business owner running a business?You might be thinking, "Aren't...

How to Know for Sure That It’s Time to LeapDon’t expect to wake up one morning having received a divine revelation in a dream telling you it’s time to leave your current firm and as I mentioned earlier, don’t wait around for your firm...

Knowing When to Leap—Words of Wisdom from Someone Who’s LeaptIn the fable of the boiling frog, a frog placed in a pot of tepid water will remain there as the temperature gradually rises, eventually boiling to death without realizing...

Creating an Extraordinary Client Experience Will Guidara, owner of one of the most prestigious restaurants in the world, Eleven Madison Park in New York City, shares a great example of providing an extraordinary customer experience, in...