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…

The best night of my professional life. Inspired by a Chrysler commercial starring Eminem and a ragtag bunch of hockey players who beat the powerhouse Soviet Union in the Olympics, it was a gift…

When I stepped down as Prez of the Third Party Marketers Association, my team threw a surprise happy hour. They all wore something in my honor. Camo. As an introvert, the fact that I love camo is not lost on me…

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…

After two weeks skiing in Vermont, I’ve got four lessons I’m bringing home from the slopes. 1. Don’t overthink it. Yes, you need fundamentals - the role your edges play, angles, weight distribution - but when you are actually skiing, rely on your…

I joined a ski team when I was 12. I wasn't good. Apparently I didn't get the memo that the race team was for good skiers, not new skiers. I fell a lot, caught bamboo in the face, cursed the frigid early morning practices. But I kept getting up…

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…