FINANCIAL ADVISOR BLOG
Are You Using AI as a Tool — or Is It Using You?
Over the last year, I’ve been using ChatGPT, Claude, and Perplexity almost daily. These tools have helped me write and refine over a thousand words
If Clients Have ChatGPT, Then Why Do They Need a Financial Advisor?
I must be 50,000 words into writing articles, blueprints, checklists, diagnostics, frameworks, guides, playbooks, and worksheets for a new website that is nearing completion. Writing
Are You Leading Your Agency—or Just Managing Its Problems?
In the world of financial services, vision is abundant. Agency owners dream of building scalable businesses, serving more clients with excellence, and ultimately creating a
Is Your Succession Plan Protecting Your Legacy — or Just Pushing Paper?
Succession is more than timelines and paperwork. It’s an intentional process of meaning, mentoring, and letting go. For many financial advisors and agency leaders, succession
Is Mystification the Hidden Force Behind Repeated Mistakes in Your Team?
As a Fractional COO working with financial advisory firms and agencies, one of the most common frustrations I hear from leaders is this: “Why do
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.