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Today, I take my son to college. It’s a reminder that parenting isn’t always about holding on. Sometimes, the strongest thing a father can do is let go. This week’s Saturday Note: “Seasons of Life” — inspired by the Roman legend, Cincinnatus. resilientadvisor.com/post/seasons-o…

Who would do this?

This app is great.

CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point. 👉 Watch Pareto Systems Duncan MacPherson and Jay Coulter, CFP® & CIMA® break it down in this clip.

It is all that matters...

Can you relate? I am a workaholic. I don't have any hobbies. It is time for this to change...This week's Saturday Note resilientadvisor.com/post/workaholi…

700 years ago there was this guy who was so rich...when rolled to town the local currency plummeted in value...for a decade! 🚩 He was also not very happy... linkedin.com/pulse/why-do-y…

CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point. Document. Leverage. Deepen relationships. 👉 Watch Pareto Systems Duncan MacPherson break it down in

"Plans are nothing; planning is everything." - US President Dwight D. Eisenhower resilientadvisor.com/post/don-t-unp…

What is the worst demo you ever sat through? My worst experience, by far, was this past week...and I bet I have sat on more demos than almost anyone in the industry looking for advisor solutions. So...I had to make it a Saturday Note topic. resilientadvisor.com/post/transpare…

The power this gives S&P Global is absurd.

The Braves...so painful...

This is incredible....really lucky to have grown up GenX.

Sahil Bloom has rightly become incredibly popular. ➡️This is one of my favorite things I've seen him teach: The Empty Boat Mindset resilientadvisor.com/post/the-empty…

I am this old

Live Workshop: Advisor AI Lab with David Ortiz x.com/i/broadcasts/1…

The answer is zero