Episodes

Episode #16

DON’T DO THAT: DON’T CREATE AN ECHO CHAMBER

Episode #15

Don’t Do That: Don’t Go At It Alone

Episode #13

DON’T DO THAT: STOP WAITING FOR YOUR TURN TO TALK

Episode #12

DON’T DO THAT: DON’T DO ALL THE DECISION-MAKING YOURSELF

Episode #9

Don’t Do That: Avoid Hiring Brilliant Jerks

Episode #8

DON’T IGNORE ORGANIC GROWTH IN FAVOR OF INORGANIC GROWTH

Episode #6

DON’T ASSUME THE BEST IDEAS ALWAYS WIN

Episode #5

DON’T TAKE A TOP-DOWN APPROACH TO NEW INITIATIVES

Episode #3

How AI is Revolutionizing the Advisor-Client Journey

Episode #2

Don’t Assume You Know What Your Clients Want