Texas barbecue, made in Charleston, became something wholly new. That's the model for wealth management firms too: honor your roots, stay open to influence, become something clients can't find anywhere else. hubs.ly/Q04CdF4-0

Carolina vinegar meets Texas brisket in a Charleston smokehouse. The lesson for wealth management: honor your roots, stay open to new influence, and become something clients can't find anywhere else. hubs.ly/Q04Cdwp00

Texas brisket meets Carolina vinegar in Charleston — and becomes something better than either. Wealth management firms need the same mix: strong roots, real openness to change. hubs.ly/Q04CdpGK0

Texas brisket technique meets Carolina vinegar at a Charleston BBQ joint. The lesson for wealth management firms: carry your roots, stay open to influence, become something new. hubs.ly/Q04CdlsP0

Jump or Zocks. Orion or Envestnet. Tech choices became tribal identities. But the real question isn't which tool is better — it's where your work compounds. Read: hubs.ly/Q04BtGN30

Jump or Zocks. Orion or Envestnet. These aren't tool choices — they're tribal ones. The real question isn't which is better, it's where your work compounds. hubs.ly/Q04BtDD-0

Jump or Zocks. Orion or Envestnet. These aren't tool choices — they're tribal ones. The real question isn't which is better. It's where your work compounds. hubs.ly/Q04BtztC0

Your Q3 statements went out. Most clients won't connect with them. The data was never the problem — the delivery was. Here's what learning science says you're missing: hubs.ly/Q04zRrMn0

Your clients' watch, phone, and podcasts all run on spacing + repetition. Your quarterly PDF doesn't. That's why it doesn't land. The fix finally exists: hubs.ly/Q04zRp5V0

You have the data. Clients still aren't absorbing it. The gap isn't information — it's integration. Learning science has the fix: hubs.ly/Q04zRfgY0

Clients don't ignore their statements because the data's wrong — they ignore them because the format fights how memory actually works. The fix is infrastructure, not more PDFs. hubs.ly/Q04zRbyW0

few things in life are more consistent than the NY Jets.

the current NFL kickoff is embarassing.

Advisors doing 7+ hrs/week of admin work are 4x more likely to leave the industry. Firms retain 95%+ of clients, but not their people. That gap is the whole thing. hubs.ly/Q04z5QZm0

We retain 95%+ of clients but lose advisors in a few years. Admin overload is the quiet culprit — 7+ hrs/week on it makes advisors 4x more likely to leave the industry. The gap is the whole thing. hubs.ly/Q04z5MJ10

Advisors doing 7+ hrs/week of admin work are 4x more likely to leave the industry. Firms retain 95%+ of clients but far fewer people. We've built infrastructure for client retention, not talent retention. More here: hubs.ly/Q04z5Jr00

Firms retain 95%+ of clients but lose advisors fast. 7+ hrs/week on admin work makes advisors 4x more likely to leave the industry. The gap is the whole thing. hubs.ly/Q04z5xhs0

It’s 6:35 PM and I realized I’ve only eaten cheese today.