Performance Tips

With inflation, the economy, interest rates, and many other factors on the minds of clients, their desire for emotional security has never been higher.

In Sarasota, Florida, there is a donut shop next to the police station with a name befitting its location, Five-O Donut Company. This is no ordinary donut shop.

You had momentum closing out 2022 and regaining that drive after a well-deserved break is not always easy.

Here is how to get a rock-solid start, clear the cobwebs and focus on business.

Having had the privilege of visiting London many times over the years, one of my favorite places to go is Borough Market — an amazing food market dating back to the 13th century. It covers several acres of ground and has passageways from one area to the next.

In one of the long passageways there is a series of chalk boards on either side where people are encouraged to write out the goal they want to accomplish before they die.

This time of year, there are all types of family and company gatherings.

My wife and I host dinner parties throughout the year and have stumbled upon a way to get everyone having fun AND building deeper connections.

I was asked recently on a podcast, “What was my earliest memory of generosity?”

An interesting question I hadn’t thought about before. Then I remembered.

Why are people reluctant to make decisions even when presented with clear solutions by an advisor?

Our research shows the number one reason is they lack confidence that they are talking with the right advisor or doing the right thing.

As market volatility and inflation continue to be on the mind of people, emotional security has become increasingly important. Research by organizations such as Reuters, Vanguard, PwC, and The U.S. Luxury Institute, confirms that 80% of the value that clients and prospects receive is based on the emotional support they receive partially defined as the empathy we demonstrate.

Based on our research. observations and feedback from affluent and HNW individuals’ things have changed – some dramatically.

It is difficult that we find ourselves so “distant “from many of the people and things we enjoy. It seems hard to believe spring is in full bloom and yet our country and the world is not able to enjoy it as we are so used to doing. Yet, let us reflect on what we know.