Technology
Move Beyond The…
Most financial professionals believe their value lives in spreadsheets. In formulas. In the precision of a plan. In the neat rows and columns that give a sense of control. But the sketch you ....
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December 19, 2025 | 2 Minute Read
Featured
Cultivate This Superpower
In their book, "Why business people speak like idiots", Authors Brian Fugere, Chelsea Hardaway, and Jon Warshawsky shared a transcript, “
June 17,2003
CNN Moneyline with Lou Dobbs
A n ....
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June 3, 2025 | 7 Minute Read
Technology
The Missile Test: Choosing Platforms That Fire Up, Not Fizzle Out
Imagine you are asked to evaluate three missiles and choose the best. One is powerful and world-class, the second is mediocre, and the third is garbage. However, the salespeople from these t ....
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March 19, 2024 | 7 Minute Read
Technology
The Third Risk
I had published this initially on my investor blog…In case you haven’t subscribed (it’s free), there is a lot of interesting content on it for your clients and prospects ....
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September 15, 2023 | Minute Read
Technology
ChatGPT, Humans, and Money
ChatGPT clears the United States Medical Licensing Examination, read a headline. ChatGPT cleared the United States Law School Exam, read another headline in a financial daily. Not to be left ....
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February 21, 2023 | 7 Minute Read