If you’ve read my blogs for a while, you’ll know I’m football obsessed. For most of the year, that means Liverpool. But every couple of years, when international football takes center stage, my attention shifts to England. Like every England fan, I convince myself that this could finally be our...
Your future clients are not searching like advisors. They are searching like themselves. Every morning, I get a message from MLB. And every morning, I’m reminded that baseball has its own language. A typical update might mention ERA, OPS, RBI, shutouts, bullpen depth, or a walk-off win. If you...
Every investor understands, at least intuitively, that diversification matters. Spread your risk. Don’t put all your eggs in one basket. It’s one of the oldest principles in finance, and for good reason. But the mechanics behind why it works, and what “diversification” actually requires to be...
As I reach the 90-day mark as National Sales Manager at Beacon Capital Management, I’ve been reflecting on my transition into this role and everything I’ve learned so far. Coming into a new firm and into a new sales leadership position, one of my biggest priorities was to listen first: to...
I spent the last couple of days at a symposium hosted by LiveOak Bank, where I was part of a panel on how to achieve a great multiple and maximize the value of your business, one session within a broader conversation on M&A and succession planning. Yes, there were plenty of sharp insights. There...
Survey data sits at the front edge of economic analysis. It captures what businesses are experiencing right now, before those conditions show up in hard data like GDP, employment reports, or corporate earnings. Two of the most widely followed survey-based indicators are PMI and ISM. They are...
I went to a Championship football match recently. (For those less familiar with English football, the Championship is the league below the Premier League, the top tier in England and Wales.) Great atmosphere. Proper football. But… they ran out of pies. Now, if you’ve ever been to a match in the...
When a client asks why their bond fund dropped even though interest rates only moved a little, the honest answer is: it depends. It depends on the kind of risk embedded in those bonds, and specifically on two forces that drive fixed income returns far more than most advisors or clients realize:...
Last week we had the privilege of gathering with a group of our advisors in Del Mar, California for the Beacon Elite Advisor Education Conference at L’Auberge Del Mar. For many of us at Beacon, this event is one of the highlights of the year—not just because of the education and insights shared,...
If you stepped away from your business for 90 days and came back fully in control, what would you change? Your client profile? Your growth strategy? Your team structure? Your calendar? It is not just a thought exercise. If, like me, you were glued to coverage of the Winter Olympics, you probably...
