You're Doing 5 Hours of Work That Should Take 45 Minutes

The 4-C framework for building an AI system that actually works for your practice.

The first thing you have to do to build a sellable RIA (and almost nobody does it)

The buyer isn't paying for your AUM. They're paying for a business that runs without you. Here's how to build one.

The $416,000 Hiding in Your Practice

You're not overworked. You're in the wrong bucket.

Stop Managing Your Time. Start Managing Your Energy.

I built an AI agent that runs my entire week. Here's the framework behind it. It starts with three colors and a 5-minute morning routine. No code. No fancy tools. Just a decision to stop letting your inbox run your day.

The exercise that shows exactly where your revenue is leaking

4 Buckets....3 are how you build your practice, 1 is how you will destroy it.

Why your client tiers are killing your enterprise value

Client tiers aren't the way to increase value in your practice, this is...

The $200K mistake most founders make after $500M in AUM.

Client tiers aren't the way to increase value in your practice, this is...

What Sea Turtles Reminded Me About Enterprise Value for RIA Firms

The $400K sitting on this advisor's table (and he didn't even know)

A story about a hard-working advisor that was headed in the wrong direction.

8,900 advisors argued about fees and missed the entire point 😂

A LinkedIn post I wrote about the 1% fee got 8,900 impressions. 62 comments from advisors [mostly] defending their fee structures. They completely missed what I was really saying...