Industry Insights

We have a question to ask you. But you have to slow down to answer it. Stop scrolling. Take a moment. Take a breath. Question: Knowing what you know now, having all of life’s experiences thus far behind you, what would you do differently? The Present Why is this important? Because if you are...

Resilience. It’s one of the secrets to survival, both professionally and personally.  It’s what’s gotten you to where you are, and it’s what will help define who you will become. Looking back at some of the toughest situations you’ve endured, you may have felt there was no...

Countless articles, including several SRA Updates, have addressed one of the most important tasks given to senior leadership within any organization: the ability to identify the next generation of future leaders within the firm. We look for passionate individuals who wake up each day craving...

When it rains, it pours; most are familiar with this phrase. It’s what we use to describe the inertia of negative circumstances building and snowballing. Can you think of the equivalent phrase used to describe the opposite? The experience of positive inertia? “Just look at...

Few things will improve the quality of your life more than learning how to make high-quality decisions. Yet amazingly, no one really teaches us how to do it. Not in grade school; not in high school. Most college majors don’t require courses in critical thinking...

By: Marlene Satter Independent RIAs can derive benefits they may not have realized by leveraging a chief operating officer to manage day-to-day responsibilities. So says the sixth in a series of industry reports from PFI Advisors, a firm that works with billion-dollar breakaway teams to establish their...

A recent article penned for Inc by Suzanne Lucas made the bold statement: “Dear Hiring Manager, Perhaps You Should Write the Thank You Note.” She continues: “The traditional thank you note is from candidate to hiring manager. That’s wrong… Just what are you exactly thanking...

How excited do you think Pat Sajak is to ask contestants to buy a vowel after all these years? Do you think Beyoncé is tired of singing “Single Ladies” yet? Which do you think Michael Jordan loved more – the championship rings or shooting practice...

The role of a leader is to take one person’s particular talent and turn that talent into performance. In simple terms, a good leader plays checkers. In checkers, there’s some strategy required but essentially all the pieces look alike and move the same way on...

A world-renowned athletic coach was asked once what the difference was between the best athletes and everyone else. In other words, what do really successful people do that most people don’t? Of course, there were the typical responses of genetics, luck, and talent. But there’s an...