PMs provide value 1 way: Shipping. You can write all the vision docs and strategy presentations you want. You impact by building.

Had a great time, thx for having me. I'm sure this is going to be an exceptional conference. Great line up, super energized attendees. And Mark Bruno was a wonderful host! #Wealthstack

"You’re spending time to save money when you should be spending money to save time." Naval

Be teachable. You’re not always right.

Don’t call it financial planning. Talk about the functional and emotional jobs you do. #fintech #fintwit #financialadvisor

It's World Product Day - a day to celebrate the craft of product management. There are so many great conversations happening, so follow #WorldProductDay to check out all the amazing content. Don't forget to hug (or fist bump from a safe distance) your Product Manager today! ❤️

Startup PMs can’t compete on quantity of features. The motto should be less, but better.

Robo AUM penetration is less than 1% after 10+ years. Total investable assets in the US is 50 Trillion+. Total AUM in top 5 Robos < 350B. 🤔 Good news for humans. #fintech #fintwit #financialadvisor

1,000 drones made up this Dragon 🐉🔥

You are a mirror. When someone tries to bring you down just remember you are simply a mirror to them and a reminder of what they still want to accomplish or be or have.

#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran kitces.com/blog/joe-duran… Joe Duran #Advicers

Optimism? In this economy? Goldman Sachs released a forecast for 2023, saying they see a "significant decline" in inflation coming. They see supply chain improvements, a rebalanced labor market, and an easing housing market bringing core PCE down to 2.9% from its current 5.1%.

Aware of environmental and social issues and its implications, Next Gens can be a force for good as they are also more likely to consider ESG concerns when investing.

Things you learn as you get older: Other people are far less interested in you than you think they are.

I don't think people want ridiculous salaries and perks. They just want their value to be recognized, not taken advantage of.

Never treat anybody bad

You don’t ‘convert’ a family office. You co-create clarity, safety, and trust … then the capital follows. Trust × Clarity × Safety = Capital

Never underestimate a grandma on the investment committee…Grandma > GP. #familyoffice

#HNW investors feel loss 2x more than gain. Your pitch isn’t competing with returns - it’s competing with fear. #familyoffice