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Enterprise Value
Most advisors say they want to “build a business”, but what most actually do is build a really good job. Transforming a practice into a company isn’t always easy. It requires humility and good business acumen…a combo that often does really come easy to talented salepersons. See, buyers don’t want to buy a person. They…
Read MoreThe Recipe: Thought and Feeling
Every thought we carry is made of two things: what we know and what we feel. Knowledge by itself is powerless. It’s just information. What gives a thought weight, direction, and momentum is the feeling we attach to it. You can know all the right things, say all the right words, quote all the right…
Read MoreUnstoppable
Be unstoppable this week ahead. Being “unstoppable” doesn’t mean we won’t ever fail. It actually means we expect to. Being unstoppable is the belief that no matter what happens, we will find a way forward. Unstoppable people understand that failure is not a verdict on their worth or ability, it’s just feedback along the…
Read MoreWe’re All Investors
Most people think investing is something that happens only inside a portfolio. Stocks, bonds, markets—numbers on a screen. But long before we ever invest a dollar, we are already investors. We invest our time, our energy, our relationships, our habits, and our beliefs. And just like financial markets, life teaches us—often the hard way—that progress…
Read MoreYou Can’t Live the Right Live with the Wrong People
Our standards quietly rise or fall based on what we normalize in our closest circles. We truly do become the average of the five people we spend the most time with. If the people around you complain more than they create, or fear change more than they pursue growth, or make excuses instead of taking…
Read MoreWhat Are You Thinking?
C.S. Lewis understood that the most decisive battleground of human life is the mind. Long before habits shape behavior or circumstances define outcomes, our thoughts and beliefs quietly form the trajectory of our lives. As Lewis wrote in Mere Christianity, every moral choice we make is not merely an action but a step toward becoming…
Read MoreLeadville 2026
It’s official! Running the Leadville 100 is not just a physical challenge; it’s a metaphor for life…and investing. Ultra-distance running teaches you quickly that progress isn’t linear. There are highs, lows, pain, doubt, and moments where quitting feels like the only option. Long-term investing works the same way. The journey matters more than any single mile…
Read MoreMarkets Work
Most of my career has been spent in financial markets — places where risk is priced, expectations collide, and where, over time, value has a way of revealing itself. But long before I trusted markets, I had to learn how to trust reality. Years ago, I was on a mountain when everything went wrong. One…
Read MoreThe Real A.I.
When most people hear “AI,” they think of artificial intelligence: algorithms, automation, speed, and efficiency. In financial services, AI promises better portfolio optimization, faster analysis, and lower costs. And it delivers—brilliantly. But there is another kind of AI that we should be discussing and focusing more on, in my opinion, one that’s been driving the success and growth of the…
Read MoreThe Forklift : Clarity
“Focus like a laser, not a flashlight” Michael Jordan Life without clarity is a struggle. If we don’t know where we are wanting to go, we’ll just end up somewhere else! We have to be thoughtful regarding our desired destinations in life. Who do we want to be? What kind of lifestyle do we want? …
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