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I was compiling data on kindwealth.ca's marketing, and I realized I've had over 400 calls with prospects since we started. Here are 8 lessons I've learned about selling financial advice ...

Here's a shocking confession from a CFA charter holder who has worked in financial services for over 25 yrs: I didn't know what a financial plan was for the first 15 yrs of my career. The reason I'm not embarrassed to admit that now ...

Have you ever wondered what a Family Office is? If so, you’re not alone. The term seems to be all the rage these days and is often misused. That's because it sounds cool but is a nebulous term lacking clear defining criteria. 🧵But here are some general criteria:

ESG and Impact Investing are not the same thing. They may be related, but they're distant cousins.

Whatever brand of Capitalism it is that we're practicing right now, it is a grotesque caricature of what was originally intended.

"We do not inherit the earth from our ancestors, we borrow it from our children." Let's start acting like it.

Sports boils down to one kid looking over at another kid, saying, "I bet I can do that better than you."

There is a lot of debate among impact investors about where our capital is best allocated to make the biggest impact. If you had to pick just one area, investing in the well-being of children might be it. 🧵Here are 3 examples of child lens investing & why it's so impactful:

I recently was interviewed for this article from Advisor.ca about advisors who offer pro bono advice. I love to see so many financial advisors offering pro bono help, and I feel passionate about the work we do in this space. But there's a problem we're not talking about ...

Thanks, Sarah Murray, for including my thoughts (along with those of Jeff Baikowitz of MotherFood Intl.) in this fantastic overview of Child Lens Investing in the Financial Times! Late capitalism has morphed into a hideous caricature ... ft.com/content/0caef2…

I love a good quote. Here's one I came across recently that I had never heard before: "People can only understand us at the depths in which they have met themselves." What's a great undiscovered quote you've come across?

A Shakespearean tragedy in 5 acts: 1. Humankind gives birth to Capitalism 2. Capitalism gives birth to Technology 3. Like moths to a flame, our insatiable demand for growth rushes us headlong into AI. 4. AI kills Capitalism 5. AI kills Humankind Find a seat, Act 4 has begun.

Their biggest mistake with The Office was not having an entire season with Creed as the new manager. Instead, all we got were these 3 mins of pure gold. youtube.com/watch?v=gW2LtX…

Imagine that a sudden and unexpected breakthrough in neuroscience makes mind-reading technology a reality overnight. All that’s required is a headset such that only those who wear it can have their thoughts read. Play out this hypothetical, what happens from the moment the

I’m proud to announce the launch of TIER Wealth, where I’ll be serving clients as a Founding Partner and Senior Wealth Advisor. This truly innovative firm represents the culmination of nearly two decades of personal dedication to delivering the highest level of advice and

Huge congrats to my friend Aaron Hector, R.F.P., CFP, TEP — a financial planner who’s as smart, thoughtful, and genuine as they come. Excited to see all your success in this new chapter of your career!

It never ceases to amaze me how many people have no idea what financial planning is.

Or (gasp!), doing alcohol during a work lunch!

What a run! Thanks for your incredible contribution to the sport Champ!