Financial advice is one of the most consequential professions in the world. The quality of that advice should never be left to chance.
The best advisors create fundamentally more valuable client relationships. Not through better products or strategies. Through how they engage. Exceptional advice isn't a talent. It's a skill set, identifiable, measurable, and replicable. Practice Intel was built to deliver it.
25 years in wealth management. Former Head of Wealth Solutions at J.D. Power, with senior roles at Brinker Capital and J.P. Morgan. Identified the behavioral patterns that separate the best advisors from the rest.
Barron's Advisor contributor. WealthManagement.com columnist.
Organizational psychologist with senior leadership at Disney, Raytheon, and Tenet Healthcare. Brings the science of how large organizations actually adopt and sustain new ways of working.