Hi there,

Here's my weekly update for November! Lots of new content for you to enjoy. Here are the last 3. Remember to sign up at the bottom of any page to get notified each time that new content is published.

🗒️ Avoiding Failure: The 3 Options in Decision Making

Overcoming Inaction in Financial Advisory Firms

Inaction can stifle the growth and success of even the most accomplished advisory firms.

Making decisions is not just important—it’s critical.

A late colleague once shared a saying that resonates with many firm owners facing tough choices: "There are three things you can do right now.

Two of them are acceptable and one is not.

"

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🗒️ Beyond the Advisor: The Unsung Heroes of Advisory Firms

For the last few weeks, I’ve been binge watching The Bear on Hulu.

For me, binge watching means watching a few episodes a week instead of political news.

While I may not be learning how to julienne or perfect a risotto, I was reminded that behind every success story—whether it’s a restaurant or an advisory firm—is a team driven by purpose rather than passion for the product.

A Pivotal Lesson from an Unexpected Source

In a memorable scene from season 2, there is an exchange between Richie and Garrett that unexpectedly highlights a crucial aspect of successful advisory firms.

 This conversation, centered around Garrett's motivation for working in a restaurant despite not loving to cook, offers a powerful parallel to the diverse roles within financial advisory practices.

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🗒️ Discover Your Firm's Hedgehog Concept: The Key to Focused Growth

Unveil the transformative strategy that can streamline your firm’s growth by defining its Hedgehog Concept....

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Enjoy,

Heath Jackson