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.

One Bad Hire Can Quietly Derail Your Whole Firm

Every leader knows the financial cost of a bad hire.

June 24, 2026

The AI Age Will Reward the Most Human Leaders

This article was inspired by Fareed Zakaria’s May 23, 2026

June 17, 2026

Stop Plugging Holes — Hire for the Firm You’re Becoming

Most advisory firms don’t make hiring mistakes because they hired

June 10, 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: