FINANCIAL ADVISOR BLOG
Feeling Drained After Client Meetings? Understand Why and Reset Your Rhythm
It’s May 30, 2025, and the end of another emotionally and physically exhausting week—one of those focused coaching weeks filled with a dozen or so
Are AI Notetakers like otter compliant for Financial Services?
A Look into the Future of Transcription in Our Industry Over several years, I’ve been using Otter.ai in conjunction with Zoom as a reliable AI
How One Simple Communication Audit Can Transform Team Dynamics
As a Fractional Chief Operating Officer, I’ve seen firsthand how even the most talented team members can find themselves stuck — not because they lack
Your Business Is a Mirror: What AI—and Awareness—Reveal About Your Leadership
The more I use AI in my work—from ChatGPT to Otter to automation dashboards—the more I realize something uncanny: These tools don’t just speed us
Beyond Burnout Reclaiming Time, Energy, and Meaning in Financial Leadership
After three decades of walking alongside financial advisors and agency founders, I’ve noticed something the industry rarely talks about: burnout isn’t always obvious. It doesn’t
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.