The worst questions then are the ones you should be proud of now. When I first got into this biz, networking dinners would go like this. (clinking glasses, dull roar of idle chit chat) “Would you like a drink?” Yes, liquid courage, rocks…

We start to lose girls in math at age 9 in the U.S. As they age, girls report significantly lower confidence in math, despite earning equal scores to boys. A lot of us are talking about it. Rock The Street Wall Street is doing something about it. And so am I.

$100B for Boutiques. This mission is for the brave hearts. Not the faint of heart. Boutiques fight every day. The odds are stacked against us. If we’re going to change the face of this industry, The Billion Dollar Blueprint™ needs to be used by more boutiques.

Every year in May, my firm hosts what we call Havener Capital’s Boutique Week™. It’s an opportunity for investors to uncover hidden investment talent, niche asset classes…

“Pitch, don’t kill my vibe.” Say this to yourself before every meeting… or channel Kendrick Lamar and sing it. Then review this list of 3 things: 1. Equal minds. Leave your ego at the door. Just because you are the one “selling something…”

Before I left Newport for Jamaica, I put a stack of thank you cards in my suitcase. Two weeks there, some magic was bound to happen. I knew memories would be made and people would touch our hearts. People who aren’t on social media…

Busy isn’t a badge of honor. Yet “I’m so busy” has an undercurrent of bragging. As if busy-ness = importance. It doesn’t. Right now, I’m in Jamaica, recharging and spending quality time with my family. I’ve been thinking about how quality time…

Typical salesperson: “Can’t find new prospects, our database is stale.” Me: (blink blink) Can we chat about this for a minute? The typical database gets stale by virtue of the fact that it’s a database. A static repository of information…

You need less prospects not more. (Yes, you read that right.) Let’s play a game. I have two events. Pick which one you want to go to. 1. Keynote speech for 3,000 investors at a big industry conference OR 2. Lunch with 10 early adopter investors at your fave restaurant…

Early Adopter Investor: I'm not interested in the "Walmarts of asset management."
Me: (speechless and slow clapping)
That comment was from a senior investment professional at a $70B RIA who believes in boutiques. If you are a boutique, take a minute…

I'm not saying numbers aren't important. They are. I'm saying they aren't the only important thing. You know who else is saying that? My friends at CAIA Association. They did a study about the power of qualitative due diligence versus quantitative…

When I started posting on LinkedIn, Richard Sosa was the first person who commented. I didn't know him but every time I posted, there he was. There I was nervous as hell to be putting myself out there… there he was giving me a virtual high five…