Apr 19, 20224 min readA Letter to Next Year’s StaffThis blog is probably read mostly by advisers, and that makes sense. Most of our posts are aimed at advisers. But this one is a little...
Mar 23, 20227 min readBuilding a House or Building a Book: Punch Lists Keep Things Moving ForwardA dozen or so years ago, I had the occasion to build a house on a small lake. The location was idyllic. It was the home of my dreams. And...
Nov 4, 20214 min readYearbook Classes: Flexibility and Clarity in Instruction and ExecutionWhen leading a yearbook team, flexibility is a must. Advisors need to make sure their instructions are both clear and tailored, that way...
