Investment Mgmt.

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As I often discuss with financial advisors, attorneys, insurance agents, bankers, realtors, accountants, digital marketers, M&A brokers, private equity bankers, and others that find business development, origination, and sales important, here’s how to be awesome! (Wow, long sentence!)

Participate in Scheduled Events and Meetings Regularly
Register at the beginning of the month for all events you plan on attending.

Own…

Going into this project, I expected to write a story about loss.
When you’ve spent fifteen, twenty, or thirty years building a business, the assumption is that selling will hit hard. You lose the identity, the adrenaline, and the daily rhythm all at once. I thought I’d be hearing from founders about how they grieved their companies.
That’s not what

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This Week’s Takeaways:

  • Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient access if care is needed.
  • As the Great Moderation fades, wider performance differences across investments may reward more selective portfolio construction than simply owning the broad market.
  • Reducing a concentrated stock position is as much

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The Economist’s article, “Vibe lawyering: AI chatbots are creating chaos in courts,” shows how AI is reshaping the legal landscape in ways few expected. Self‑represented litigants are increasingly using chatbots to draft filings, pushing the share of pro se litigants in U.S. federal civil courts from a long‑steady 11% to 17% in 2025. Shah and Levy’s research also finds

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Small businesses. Large businesses. Middle market companies. Women. Men. Young business owners. Pre-retirees. Executives. High-net worth. Homeowners. Anyone. Everyone. Someone.

When I ask sales professionals, typically financial advisors, who their target market is, I often get one of these answers. The problem is these “markets” make it difficult to, um, market. (Are you going to join the affluent market association?)…