Subscribe - Weekly Strategic Insights

See the latest Strategic Weekly Insights articles

Check out the most recent Strategic Weekly Insights, and sign-up below to receive the newest articles right to your inbox.

Will You Carry The News To “All The Young Advisor Dudes”?

David Bowie wrote All the Young Dudes more than 50

September 23, 2026

Tomorrow: Why Do the Same Agency Problems Keep Coming Back?

A quick reminder that my complimentary webinar is tomorrow, September

September 15, 2026

A Practical Tool to Strengthen Leadership and Accountability in Your Agency

Last week, I shared our Leadership Operating System Diagnostic to

September 9, 2026

Get Weekly Strategic Insights To Your Inbox

Fill out the information below to register for Simon’s Weekly Strategic Insights and get fresh, timely perspectives on the challenges and opportunities financial advisor leaders face right now.

Let’s Build a Business That Reflects Your Purpose

Whether you’re scaling, hiring, or planning for succession, you don’t have to figure it all out alone. Let’s create a clear plan and implement it together so your business reflects your values and fulfils your vision.

Before we talk, grab your free guide, How to Build a 5-10 Person Advisory Team Without Losing Your Mind below: