Your Clients Feel Your Org Chart

I came across the cartoon above a few days ago and was blown away with it. On the left is an old television remote control covered with what feels like a hundred different buttons. The perso ….
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Your AI Strategy Cannot Be “AI”

Look at the amazing cartoon above. The board asks about the company’s AI strategy. The answer? “Panic.” It is funny because it feels uncomfortably familiar. Every few decades, a new tech ….
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The Courage to Build Before the World Believes

Last week, I wrote about long-term thinking. It was about doing something today that your future self will thank you for a decade from now. A few days later, someone asked me a question, ….
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The 10 Year Question

James Clear recently wrote, “Long-term thinking changes short-term actions. Spend a little time today doing things that will benefit you in 10 years.” I don’t think there is a more power ….
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AI Won’t Build the Business You Never Built

A few days ago, I was speaking with a senior mutual fund distributor whom I have known for many years. We were discussing growth, the changing landscape of our profession and the opportuniti ….
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