Section
Mindset
6 posts
Circuit Breakers
A 12% or greater decline is not experienced as a 12% or greater decline. The retiree reads it…
How advisor teams can turn AI into a competitive advantage
Bryan Powell, Executive Director, Practice Management Consultant, discusses how successful advisory teams are using AI to improve the quality of their thinking, strengthen collaboration across the team, and challenge assumptions before important decisions ever reach a client.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Ownership Economy: Why Capital Now Outranks Effort
What Kyla Scanlon's Most Ambitious Dispatch Reveals About the Structural Fault Lines Advisors Can No Longer Ignore
Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession
Listen on The Move A business owner can spend a lifetime building something extraordinary, and still have…
Think Like An Investor, Not A Speculator (Chapter 1 of 5)
by Lance Roberts, RIA “Think Like An Investor” is chapter 1 of a 5-part series examining the narratives…
From Survival to Excellence: What Performance Psychology Reveals About Human Potential
Dr. Gio Valiante on why most people underperform, and what to do about it