I've raised $8 billion for boutique asset managers, which has led to 30 billion in follow-on AUM. Against the odds. The journey to success was a struggle. If I could speak to my younger self, just starting out in the investment industry, here’s what I’d tell her.

Your corporate brand is important. Don’t abandon it. But - and it’s a big but - your business will be more successful if you put a face, a heart, and a soul to your brand. A human is much more dynamic than a brand. That’s why Bill Gates has a bigger Twitter following than Microsoft…

Your marketing collateral, your messaging, your emails, your website, your social media, your stories… they can only have one hero. The hero isn't you. The hero is your ideal client. You are their guide. (I see you nodding your head and I love it.) So let's play it out IRL…

Don't talk about what you stand for. Talk about what you stand against. When you work on your website, your messaging, your brand, your marketing collateral, etc, some branding expert or helpful article will tell you, "Talk about what you stand for. Your values." So we end up saying things like…

As you say yes to speaking engagements, get featured in articles, connect with people on social media, or update your website, you find yourself needing a headshot. To be honest, I have a love/hate relationship with headshots. I love putting a face to a name, catching a glimpse of authenticity…

When your performance isn’t going great, it’s tempting to put your marketing and communications on hold. But that's a bad idea. Why? Because it’s easy to talk about things when they are going great. It’s much harder to talk about things when they aren't. I'd challenge it's even more important…

The stats from my first year on LinkedIn are crazy to me (millions of views, over half a million in revenue, thousands of followers), but c’mon… the stats aren’t where it’s at for me. The stories are what are most amazing. The stories of people I met on LinkedIn who are now clients, colleagues, and best of all — friends. So, let’s get started. Your fans are waiting.

What got you to where you are right now - your success, the hustle - that's not what is going to get you to the next level. What's going to help you meet your current business goals is defining your ideal client, your niche. In this guide, I cover what a niche is, why and how to narrow it down (even further!), and how to reach your niche.

We all have a personal brand. Is yours accidental or intentional? Think about it. Regardless of whether you “want” a personal brand or not, you’ve got one. You have a reputation - is it as rockstar as you are? You relate to people - or maybe people think you don’t. You have a unique style - or maybe you are blending in. You have passions - or maybe it seems like you don’t care much…

First snow this morning reminded me of when I fell in love. Nah, not that love... my love for Newport. Everyone loves Newport in the summer. The sun, the beach, the boats, the booze… but not me. I fell in love in the winter. 9 years ago, I saw an ad in the train station or Holidays at the Mansions. I’d never been to Newport so…

The "bigs" have always dominated the investment industry, but this is our decade to stand out, take advantage of our uniqueness, and help investors find what they're looking for. I sat down to chat with Aaron Filbeck of CAIA about how the investment ecosystem can't thrive without boutiques; it’s a balancing act.

I just set my Monday away message. It’s probably not what people expect. That’s okay, I’m not what people expect either. Four years ago when my daughter was born, I was 40 years old. My work life was well-established - Founder/CEO of a multi-million dollar biz…