At a certain stage of growth, producing results is no longer the hardest part of leadership. Letting go becomes harder because the habits that built the firm begin to limit it. That is the point where the work shifts from performance to identity. In my recent Think Like a CEO conversations, I noticed a consistent […]

In my recent podcast series, Think Like a CEO, I explored what it really means to step into the role of a CEO. And here’s the important part: this isn’t about holding a corporate title. It’s about how you lead your business. Whether you’re an advisor building a practice, a service-based business owner, or leading […]

“You need to think like a CEO.” It’s a phrase that gets tossed around a lot, but what does it really mean? Over the past several years, I’ve worked with ambitious founders, financial advisors, and service-based business owners who are scaling successful businesses. In the early stages, they built momentum by doing everything themselves—managing every […]