The Future-Ready Advisor Newsletter

Cut through vendor hype and implement AI that actually delivers measurable value—enhancing client communication, surfacing critical insights, and identifying overlooked opportunities without sacrificing the human touch.

Welcome to the 58th edition of #theFutureReadyAdvisor Newsletter! Subscribe & join the conversation. Share comments and feedback. In aviation, they teach pilots a principle that has already saved countless lives: "When in doubt, unlearn what you think you know."...

Welcome to the 57th edition of #theFutureReadyAdvisor Newsletter! Subscribe & join the conversation. Share comments and feedback. The Silicon Valley Illusion Silicon Valley has long promised us that AI would enhance our capabilities, freeing up our cognitive...

Welcome to the 56th edition of #theFutureReadyAdvisor Newsletter! Subscribe & join the conversation. Share comments and feedback. "I'm comfortable with risk." "I understand how markets work." "My primary goal is to maximize returns." These are things clients say...

Discover how to uncover what clients aren’t telling you but desperately need you to know. Learn practical techniques to create safe spaces for meaningful financial discussions that reveal the true drivers behind your clients’ financial decisions.

True success comes from measuring what truly matters—purpose, relationships, and growth—not just external markers like wealth and titles. By choosing the right metrics, you ensure your efforts lead to lasting fulfillment and meaningful achievements.

Time is our most valuable resource—once it’s gone, it can’t be reclaimed. Success in life and business comes from acting wisely and being present in irreplaceable moments. Learn how to balance long-term goals with the joys of today to avoid missed opportunities and lasting regrets.

Success in an unpredictable world requires more than just planning — it demands adaptability and quick decision-making. Learn how to pivot effectively, avoid rigid thinking, and respond to challenges with resilience. Discover strategies that help leaders and advisors thrive through uncertainty.

Success isn’t just about taking action—it’s about taking the right actions at the right time. Financial advisors and business leaders must balance urgency with thoughtful planning to avoid unintended consequences and achieve lasting success. Learn how strategic decision-making can help you thrive in uncertain environments.

We often believe we see the world clearly, but our blind spots and biases can obscure what’s right in front of us. Like in the famous Invisible Gorilla experiment, inattentional blindness reveals how easily focus can mislead us. To make better decisions, we must challenge our assumptions and stay alert to the unexpected.

part 5 of 10 of the Thriving in Uncertainty Series Welcome to the 49th edition of #theFutureReadyAdvisor Newsletter! Subscribe & join the conversation. Share comments and feedback. Turning Setbacks into Stepping Stones: Lessons in Resilience and Perspective Here’s...

True strength lies in focusing on what you can control. In this edition of Thriving in Uncertainty, we explore how assessing—and directing our energy toward—what’s within our control empowers us to navigate setbacks with resilience. Discover strategies that keep you focused on the meaningful, not the uncontrollable.