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"A new study has found that if you lean on grit to white-knuckle through adversity too often, and don’t learn other ways to cope and care for yourself, you might end up damaging your brain." Inc. inc.com/jessica-stillm…

“Advisors and firms will need to find ways to differentiate themselves with new services to not only appeal to the next generation of clients but to hold on to existing ones,” FA Magazine fa-mag.com/news/the-chall…

“Business breakups aren’t always about failure. They can also be about evolution. Sometimes we outgrow a process, a provider or even a person. That’s not disloyalty…that is leadership and growth,” writes Melissa Reaktenwalt. Citywire RIA citywire.com/ria/news/opini…

Thrilled to announce #TheCOORoundtable podcast is a finalist at the 11th Annual Wealth Management Industry Awards! My passion for highlighting the incredible work of RIA Operations professionals remains as strong as it was 6+ years ago when we launched. Truly honored! #Wealthies

.Financial Planning surveyed advisors to ask, "How can you tactfully break bad news, lower expectations or tell a client the investment they were so excited about is a bad idea — all without losing that client?" financial-planning.com/list/the-5-har…

As everyone continues to get distracted by AI, CX Journey™ reminds us of a famous Steve Jobs quote: "You’ve got to start with the customer experience and work backwards to the technology. You can’t start with the technology...” Advisorpedia advisorpedia.com/advisor-tools/…

“A strong, positive workplace culture can drive employee engagement, enhance customer satisfaction, and ultimately contribute to the overall success of a business. A bad one leads to high turnover, decreased productivity, and a negative reputation,” Inc.. inc.com/marli-guzzetta…

“Business breakups aren’t always about failure. They can also be about evolution. Sometimes we outgrow a process, a provider or even a person. That’s not disloyalty…that is leadership and growth,” writes Melissa Reaktenwalt. Citywire RIA citywire.com/ria/news/opini…

For this month's WealthManagement.com article, I detail Bill Bridges' model for navigating change. He states, "When we undergo change, it’s not just about adapting to new circumstances; it’s also about grieving what we’ve left behind.” wealthmanagement.com/professional-d…

Work-life balance will always look different for different people. What's important to understand is that the balance will ebb and flow throughout your career. FORTUNE fortune.com/2025/05/30/for…

As everyone continues to get distracted by AI, CX Journey™ reminds us of a famous Steve Jobs quote: "You’ve got to start with the customer experience and work backwards to the technology. You can’t start with the technology...” Advisorpedia advisorpedia.com/advisor-tools/…

As a self-proclaimed introvert, I loved this article! Stefan Falk writes, "The people who earned my trust were the ones who listened and then spoke with precision. Almost every time, they were the introverts." CNBC cnbc.com/2025/04/29/psy…

“A strong, positive workplace culture can drive employee engagement, enhance customer satisfaction, and ultimately contribute to the overall success of a business. A bad one leads to high turnover, decreased productivity, and a negative reputation,” Inc.. inc.com/marli-guzzetta…

"Leaders of outperforming firms unlock sustained growth by aligning their behaviors with 5 critical mindsets: prioritizing growth, acting boldly, maintaining a customer-centric approach, attracting & nurturing talent, & executing with rigor," McKinsey & Company. mckinsey.com/capabilities/g…

With Ep 75 of #TheCOORoundtable, we discuss how to leverage technology to enhance the experience for both teammates & clients. While AI may be the future, there are more pressing tech issues that RIAs need to resolve today. Listen to the episode here: coldstream.com/insights/the-c…

.Alaris Acquisitions's Allen Darby: RIA Seller's should be looking for more than just the highest initial payout, they should strive for "a balance of cultural fit, financial offer, post-acquisition quality of life and long-term economic incentives." Citywire RIA citywire.com/ria/news/opini…

David Karr sees a shift from the numerical aspect of financial planning to a more emotional aspect. “In this scenario advisors can engage clients in a deeper and more meaningful manner, which drives client satisfaction, trust and engagement.” Financial Planning financial-planning.com/partnerinsight…

“Whether it’s adopting new processes, tools or ways of thinking, the ability to evolve as a team separates firms that excel from those that stagnate,” writes Matt Cosgriff. FA Magazine fa-mag.com/news/what-i-le…

With some studies projecting a shortage of about 100,000 advisors by 2034, RIAs are getting creative to find fresh talent. Financial Advisor IQ financialadvisoriq.com/c/4846984/6390…

Work-life balance will always look different for different people. What's important to understand is that the balance will ebb and flow throughout your career. FORTUNE fortune.com/2025/05/30/for…