I’m not pro‑private or pro‑passive. I’m pro using the right tool for the right environment.
If you’re going to take shots at private market funds in this environment, don’t go silent on passive investing the next time markets drop 30%.
Every strategy looks great, until it doesn’t.
Liquidity isn’t risk. Chance of loss is.
#PrivateMarkets #PassiveInvesting #AlternativeInvestments #PublicMarkets
Debating whether AI can replace humans in financial planning is yesterday’s argument.
The real conversation is about how humans and AI can work together to deliver deeper insight, better decision‑making, and a more personalized client experience.
@FutureProof_HQ
I was in Guadalajara hours before the shit hit the fan.
One of those moments that reminds you how fast the world can turn.
Beautiful city. The high life in full color.
#perspective#timingiseverthing
In every succession, ask yourself the real question:
What are you actually selling?
A client list, a practice, a business, an enterprise, a firm, or a legacy?
Now choose with intention and act accordingly.
Thanks @MDRtweet for the invite. Absolutely loved the event.
What happens to your practice when you step away?
Looking forward to today’s conversation on succession, strategy, and continuity. This session is about protecting what you’ve built, and planning what comes next.
Grateful for the opportunity and the people at @MDRtweet and Designed Wealth Management who make this work meaningful.
hashtag#AdvisorSuccession hashtag#FutureOfAdvice
Research isn’t about repackaging someone else’s evidence.
It’s about entering the real world, gathering your own data, thinking independently, and creating ideas that didn’t exist before.
#Research#OriginalThinking#Leadership#Entrepreneurship
This is why the financial planning industry struggles with its identity: It still doesn’t have a real framework for professional disagreement.
Condescension and conduct remain live wires across financial planning and investment management.
The cracks are impossible to ignore.
#FinancialPlanning #InvestmentManagement #AdvisorCommunity #IndustryStandards #ProfessionalConduct #AdvisorLeadership #FutureOfFinance
Evidence Isn’t Everything. Context Matters.
As a recovering professor, I love investing grounded in academic rigor and empirical evidence.
But here’s the twist: Great research training doesn’t teach blind acceptance.
It teaches you to think critically, question assumptions, and create new knowledge, not just consume it.
Investing isn’t always about worshipping data. It’s about applying it wisely.
#Investing #CriticalThinking #RIA #EvidenceBased
Best line I've heard in a long time.
Stop optimizing something that shouldn't exist. @DrBenjaminHardy
Instead of making incremental improvements to outdated systems or low-value activities, eliminate them entirely.
Every so often you stumble on true arbitrage.
Pretty soon I’ll be riding Toronto–Windsor trains for free.
Every single trip is late by over an hour, which means 50% credit for the next trip.
I get to apply the discount for every trip. A fun math equation!
Endless free (almost) travel.
#TrainHack
If you're not buying companies and you're not selling your own company, the investment industry can feel like a lonely island.
The noise fades, and you're left with your convictions.
#RIA#InvestmentAdvisors#LonelyRoad
The next time someone calls something a “contact sport” when it’s clearly not, I might lose it.
Not everything intense needs a football or hockey metaphor.
#EnoughAlready#BusinessClichés