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 the website provides as much value to me as to the clients I serve, because writing gives me the opportunity to practice awareness — to write and breathe from the
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 lasting legacy. Yet between that vision and its fulfillment lies a gap—the messy, unpredictable space where daily distractions, unfinished projects, and tough leadership decisions often derail even the most talented
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 planning begins with the tangible: valuation formulas, contracts, buy–sell agreements. These are necessary guardrails. But if succession is reduced to a checklist of documents, the heart of your legacy is
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 my team members keep making the same mistakes over and over again? I’ve explained it. I’ve trained them. I’ve reminded them. But it’s like the lesson never sticks.” If this
If you lead a financial advisory team, you probably know the feeling: mornings that start with chaos. A client complaint that should have been handled yesterday. A dropped ball that only you seem to notice. Another meeting derailed because no one was clear on who was doing what. This is firefighting. And it’s a trap.
We’re entering a pivotal era for financial advisor leadership. The old model—one advisor, one book, one assistant—has rapidly given way to team-based firms, multi-generational succession planning, and increasingly complex client needs. The advisors I serve aren’t just planning for retirement—they’re building businesses that need to last long after they’ve stopped taking client meetings. If last
There’s something energizing about a blank mind and page. It’s not just empty—it’s open. A signal that something new is ready to emerge. That’s exactly how I feel about the work behind the scenes on my new website. After years of consulting, coaching, writing, and guiding financial advisor business owners through the complexities of leadership,
At Leading Advisor, we’re always hiring—whether directly or on behalf of our clients. Right now, we’re managing four active searches across Canada and the U.S. in the financial services sector: Administrative Assistant, Commercial Insurance Specialist, Financial Services Advisor, and Service Advisor. But hiring is never just about filling a role. At a deeper level, my
Fresh Insights I’ll Be Sharing at Advocis South Saskatchewan’s Fall PD Day After years of speaking across the financial services industry—from Advocis to MDRT to NAIFA—I’ve learned that the one thing more dangerous than outdated information… is an outdated mindset. So when the Advocis South Saskatchewan Board invited me to speak for 90 minutes at
As a Fractional Chief Operating Officer, one of the ways I support financial advisor business owners is by coaching their associate advisors—many of whom are unknowingly sabotaging their own success. Often, it’s not strategy or skill that’s missing. It’s resistance rooted in fear—disguised as delay, deflection, or disengagement. Just recently, one of these associate advisors
