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…
FINANCIAL ADVISOR BLOG
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…
In 2011, I found myself sharing the spotlight with none other than Mark Carney—then Governor of the Bank of Canada, and now Canada’s 24th Prime…
Laura is always pointing out interesting articles and videos for me to read and watch, and recently I watched Dr. Riley Moynes’ TEDx talk on…
More than a decade after delivering the keynote at the 2014 NAIFA Montana State Conference, I’m honored to return as a featured speaker at the…