Ideas worth
pulling on.
Perspectives on marketing, brand, and growth strategy in wealth management, from someone who has lived it from the inside. Practical thinking for firms ready to do the work.
Your next client will meet ChatGPT before they meet you.
The first meeting with your next client likely already happened, without you in the room. AI answer engines, ChatGPT, Claude, Gemini and the like, now answer the first questions a prospect has,…
2 books on life, money and meaning when you’re at a crossroad
Bookmarks Not too long ago, I took a leap. I left a job I had held for the better part of two decades. I needed the space to figure out my “what’s…
Marketing plans for financial advisors is not overhead. It’s a growth multiplier.
Independent firms with a defined ideal client, a clear value proposition, and a written marketing plan gained 87% more new clients and 127% more new client assets in 2025 than firms without…
Wealth Management Marketing: Two Costly Missteps (and how to fix it)
Deploying too many messages and tactics at once splinters focus and wastes budget. AI adds capacity only with human judgment and guardrails, not endless LLM handoffs. The solve: A written, integrated strategy that…