Will we become obsolete? The one question on everyone's mind in a room full of 200 advisors last Friday. I listened to Michael Kitces and Carl Richards talk about AI and the future of our industry. Th
$6M in investable assets But the portfolio hadn’t kept pace. Recently, we began working with a physician in his 40s, married with kids, serial real estate investor and developer. Strong income. Signif
In a world obsessed with AI, I'm doubling down on handshakes. I use AI every day. It makes me faster, sharper, more efficient. But it doesn’t replace sitting across from someone and hearing or seeing