10 Things in 10 Years~ A Celebration

“If I don’t pull the trigger, I give you every permission to tell me to shut the flock up!” That is what I told a dear friend the Spring of 2012. You see, I kept saying, “When I grow up, I want to be a speaker and do my own thing,” for about five years […]

Status quo never made a sale

If financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape. Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI? How much time […]

Will robots rule the financial services industry?

Daniel H. Pink wrote one of my favorite books, A Whole New Mind, way back in 2006. And he absolutely knew the answer. No. And yes. There are many interesting tidbits of research in the book. Perhaps the most relevant to our world of financial services is his admonition that the talents associated with the […]

The power of impressions.

Imagine you have only five minutes to make a positive impression, in front of 200 people! How would you do that? What would you say? How would you prepare? Recently, I had the good fortune to attend the Women in Retirement Conference, held in New Orleans several weeks ago. (Queue the beignets!) This was my […]