Don't talk about what you stand for. Talk about what you stand against. When you work on your website, your messaging, your brand, your marketing collateral, etc, some branding expert or helpful article will tell you, "Talk about what you stand for. Your values." So we end up saying things like…

As you say yes to speaking engagements, get featured in articles, connect with people on social media, or update your website, you find yourself needing a headshot. To be honest, I have a love/hate relationship with headshots. I love putting a face to a name, catching a glimpse of authenticity…

When your performance isn’t going great, it’s tempting to put your marketing and communications on hold. But that's a bad idea. Why? Because it’s easy to talk about things when they are going great. It’s much harder to talk about things when they aren't. I'd challenge it's even more important…

The stats from my first year on LinkedIn are crazy to me (millions of views, over half a million in revenue, thousands of followers), but c’mon… the stats aren’t where it’s at for me. The stories are what are most amazing. The stories of people I met on LinkedIn who are now clients, colleagues, and best of all — friends. So, let’s get started. Your fans are waiting.

What got you to where you are right now - your success, the hustle - that's not what is going to get you to the next level. What's going to help you meet your current business goals is defining your ideal client, your niche. In this guide, I cover what a niche is, why and how to narrow it down (even further!), and how to reach your niche.

We all have a personal brand. Is yours accidental or intentional? Think about it. Regardless of whether you “want” a personal brand or not, you’ve got one. You have a reputation - is it as rockstar as you are? You relate to people - or maybe people think you don’t. You have a unique style - or maybe you are blending in. You have passions - or maybe it seems like you don’t care much…

First snow this morning reminded me of when I fell in love. Nah, not that love... my love for Newport. Everyone loves Newport in the summer. The sun, the beach, the boats, the booze… but not me. I fell in love in the winter. 9 years ago, I saw an ad in the train station or Holidays at the Mansions. I’d never been to Newport so…

The "bigs" have always dominated the investment industry, but this is our decade to stand out, take advantage of our uniqueness, and help investors find what they're looking for. I sat down to chat with Aaron Filbeck of CAIA about how the investment ecosystem can't thrive without boutiques; it’s a balancing act.

I just set my Monday away message. It’s probably not what people expect. That’s okay, I’m not what people expect either. Four years ago when my daughter was born, I was 40 years old. My work life was well-established - Founder/CEO of a multi-million dollar biz…

Friday was a big day in the halls of Havener. We threw a party to celebrate breaking things - like glass ceilings and stereotypes. In partnership with Rock The Street, Wall Street, we welcomed 20 high school girls to our office to show them what a career path in finance could look like.

Building a personal brand gives your business a face, a heart, and a soul. To create or enhance your personal brand, it’s crucial that you define several signature pillars - categories of content - and learn how to use them. Define what makes you, you, and how you can authentically connect with your true fans.

Early adopters aren’t defined by their AUM. They are defined by their DNA. They are curators, looking for something different, something boutique. They are people investing with people - in people. They aren’t afraid to put their money where their heart is.