You need less prospects not more. (Yes, you read that right.) Let’s play a game. I have two events. Pick which one you want to go to. 1. Keynote speech for 3,000 investors at a big industry conference OR 2. Lunch with 10 early adopter investors at your fave restaurant…

Early Adopter Investor: I'm not interested in the "Walmarts of asset management."
Me: (speechless and slow clapping)
That comment was from a senior investment professional at a $70B RIA who believes in boutiques. If you are a boutique, take a minute…

I'm not saying numbers aren't important. They are. I'm saying they aren't the only important thing. You know who else is saying that? My friends at CAIA Association. They did a study about the power of qualitative due diligence versus quantitative…

When I started posting on LinkedIn, Richard Sosa was the first person who commented. I didn't know him but every time I posted, there he was. There I was nervous as hell to be putting myself out there… there he was giving me a virtual high five…

We don’t take the shot because we don’t want it to get blocked. We don’t let our authentic selves show because someone might not vibe. We don’t ask for the biz because we don’t want to hear no…

My rockstar friend, Chris Delahunt, and the band at Citywire RIA hosted a panel to help boutiques punch above their weight. Stop using the wrong playbook. Get advice from real people in the boutique trenches every day…

41 years ago, the U.S. hockey team pulled off an incredible upset against the Soviet Union during the Olympic Games in Lake Placid. The Soviet Union was a four-time defending gold medal team, but the U.S. team took them down 4-3.

If your fund is different, let’s do something different to market it. Here are three things you can do: 1. Stop using prospectus language as marketing language. First, culture of compliance. Second, regulatory docs are not marketing docs…

Portfolio Manager: We are different than every other fund.

Me: Then why are you marketing yourself like every other fund?

The bland are leading the bland…

If we want different results, we need to do different things. As a podcast guest, people ask me, “How did you raise billions? What's the secret?” I find myself saying one phrase a lot. "I didn't get the memo." I didn't study finance in school. I didn't grow up in…

3 phrases we can kick to the curb this year. Let's elevate our language. Starting with "Gatekeepers." This is not The Legend of Zelda. Research analysts are not standing at the gates of capital…

For the last few years, I have picked a 'Word of the Year." In 2020, my word was Freedom. I traveled less, relaxed more, had less on my calendar, focused more on what matters. For 2021, my word is Elevate. As in elevate my game…