Practice Management

Insights, Practice Management

Who’s Your Chris Martin?

In November 2014, Bono suffered a serious cycling accident in New York just weeks before U2 was due to headline the (RED) World AIDS Day benefit concert. Canceling would have meant letting down thousands of fans and jeopardizing an important fundraising event. Instead, the band found a way to...

Insights, Practice Management

The Day the Plan Was Tested

I thought my family was prepared. My dad was in reasonably good health, and we’d had the conversations most families have as parents get older. We’d talked about what the future might look like, where he might live if he needed more support, and how I would help him if his health gradually...

Insights, Practice Management

When the Perfect Résumé Isn’t the Perfect Hire

Just one more football analogy. I promise. England’s latest World Cup disappointment has given me one final leadership lesson before I retire the football metaphors until the Premier League season starts. Before we get there, if you haven’t already, go back and read my previous blog about penalty...

Insights, Practice Management

The Penalty Spot and the Portfolio

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...

Insights, Practice Management

Why Great Advisors Are Hard to Find Online

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...

Insights, Practice Management

Why Every Advisor Needs a “Room Like This”

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...

Insights, Practice Management

Act Like the League You Want to Play In (Even If You’re Still in the Championship)

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...

Insights, Practice Management

What Would You Change If You Stepped Away for 90 Days?

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...

Insights, Practice Management

Square Pegs, Round Holes (and Very Large Gloves)

Why filling the right roles matters more than hiring ‘good people’ If, like me, you have been following the New York Mets heading into the 2026 season, you might feel a familiar sensation: optimism mixed with mild anxiety. Scratch that. Severe anxiety. We have a shortstop recruited to play third...