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CHAIRMAN'S COUNCIL

September 2026

Everyone's Bracing For A Fee War That’s Not Happening. Yet You're Compressing Your Own Fees Out of Fear.
You're sitting with a good prospect, it's going well, and you get to the part where you say your fee.
Why the Narrowest Practices Make the Most Money
You Sound Like Every Other Advisor in Town. The Ones Who Don’t Make Almost Twice as Much.
Buy the Book
The Most Profitable Book of Business in Your Market Isn’t for Sale. That’s Exactly Why You Should Want It.
Your Fall Review Is the Only Meeting All Year With a Deadline. Most Advisors Run It Like It’s April.
Run the Fall Review Right and It Pays for Your Whole Fee in One Conversation
What Your Minimum Is Really Signaling to Your Best Prospects
You Set Your Account Minimum by Gut. It’s Quietly Deciding Who You Serve.
Planning Software Is for Your Clients. What's for You?
Your Clients’ Questions Have a Dozen Tools. Yours Have a Search Box.
Size or Intelligence: Which One Are You Betting the Decade On?
The Next Decade Won’t Belong to the Biggest Advisors. It’ll Belong to the Best-Informed.
Where's the Real Return on Your Effort, the Top or the Bottom?
Why Your Reputation Is Set at the Bottom, Not the Top
Acquiring a Client Costs 5-7x Keeping One. So Why Is Your Onboarding a Mess?
Why Your Newest Clients Are Your Most Fragile
Your Calendar Is Your Real Strategy
Someone Else Is Writing Your Strategy, One Meeting at a Time

August 2026

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