Have you ever spent valuable time with a promising prospect—offering insight, strategy, and direction—only to have them enthusiastically say “yes,” then never follow through? If…
FINANCIAL ADVISOR BLOG
I’m sad to share that Laura’s mother, Helen Mallett / Gunter-Smith, passed away peacefully at 6:43 a.m. on Tuesday, June 17, at the Royal Jubilee…
This week, I experienced something both mundane and extraordinary. I was working through the final stages of a complex hiring decision — on a Friday,…
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…
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…
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…
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…
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…