One send at a time, written for people who care how this profession hands itself over. No sponsorships, no roundups, no filler.
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What arrives
New long-form pieces, sent the day they publish.
What I heard at a conference, a firm visit or a coaching session that changed my mind.
Findings from the hiring and development work, before they turn into an article.
5 min
ProfessionAfter asking 21 successful advisors and firm owners the same question, one debate stood out first: should young advisors pursue equity immediately, or get experience first?
Read12 min
ProfessionI asked 21 successful advisors and firm owners one question: if you were 20 again, what would you do to own a firm someday? Here's what they said, debate by debate.
Read4 min
TalentAfter being handed a 70-page case file with only one instruction, I started rethinking how firms train new advisors — and whether we delay the experiences that help them grow the fastest.
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