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.

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

What Is Really Causing the Same Problems to Keep Reappearing in Your Agency?
When the same leadership, team, accountability or hiring problem keeps
September 2, 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: