Every year in May, my firm hosts what we call Havener Capital’s Boutique Week™. It’s an opportunity for investors to uncover hidden investment talent, niche asset classes…

“Pitch, don’t kill my vibe.” Say this to yourself before every meeting… or channel Kendrick Lamar and sing it. Then review this list of 3 things: 1. Equal minds. Leave your ego at the door. Just because you are the one “selling something…”

Before I left Newport for Jamaica, I put a stack of thank you cards in my suitcase. Two weeks there, some magic was bound to happen. I knew memories would be made and people would touch our hearts. People who aren’t on social media…

Busy isn’t a badge of honor. Yet “I’m so busy” has an undercurrent of bragging. As if busy-ness = importance. It doesn’t. Right now, I’m in Jamaica, recharging and spending quality time with my family. I’ve been thinking about how quality time…

Typical salesperson: “Can’t find new prospects, our database is stale.” Me: (blink blink) Can we chat about this for a minute? The typical database gets stale by virtue of the fact that it’s a database. A static repository of information…

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…

Last week, we coffee cheers’d to Havener Capital’s 11 year anniversary. I love the connection we feel over building something. Some of us are building our own businesses - or a division inside a company. We are all building a culture - and a team…

My friend Daniel Crosby, Ph.D. invited me on his podcast. I said yes. We talked about the secrets behind raising billions of dollars. Why story is the slingshot. Why human behavior is the greatest 'unlock' to sales success…

Riddle me this: I am not buying a quarter-inch drill. I’m also not buying a quarter-inch hole. What am I buying? Sunday I took myself to a different kind of church. The one that starts with Dunkin’ and ends at the Depot. Needed a new drill. Well, not really…