Stop Pitching, Start Listening
I still remember the moment I realized I wasn’t actually listening.
It was a meeting with a potential donor—someone whose name carried...
Some conversations stay with you because they challenge a business assumption.
And then some conversations stay with you because they challenge you.
My conversation with Sura...
Money has long dominated the public image of philanthropy. Grand donations, named buildings, and headline-making gifts have shaped a belief that changing the world...
When most investors think about tax-aware investing, real estate is often the first strategy that comes to mind.
In my experience working with investors across...
Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching...
Some conversations stay with you because they challenge a business assumption.
And then some conversations stay with you because they challenge you.
My conversation with Sura...
There is a phrase I keep coming back to in executive conversations:
Just because information is everywhere does not mean connection is.
And that distinction matters...
Healthcare is at a crossroads. Costs continue to rise, employees are frustrated, families delay care because they fear the bill, and employers remain trapped...
There are a handful of business problems that every founder, every CEO, and every executive team eventually runs into.
Revenue is the one that keeps...
Trust Is the Currency. Authenticity Is the Mint.
Authentic leadership is not about personality. It is the discipline of aligning what you say, what you...
Some conversations stay with you because they challenge a business assumption.
And then some conversations stay with you because they challenge you.
My conversation with Sura...
When most investors think about tax-aware investing, real estate is often the first strategy that comes to mind.
In my experience working with investors across...
