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    Designing the Future RIA – January 2025

    In the words of Albert Einstein, “The only source of knowledge is experience.” With the lessons of last year still fresh, we’re poised to tackle the opportunities and challenges that lie ahead. As we look forward, we recognize that navigating

    “If You Build It…” Will They Show Up?

    “If you build it, they will come.” The slogan, whispered into Kevin Costner’s ear by the spirits in the cornfield, worked out pretty well in the movie. But what if they didn’t come? What if nobody had actually been hoping

    Designing the Future RIA – Year-End 2024

    Gratitude is often viewed as a personal practice—something we reflect on during holidays or special moments. But what if we applied it more consistently in our work? As author Melody Beattie once said, “Gratitude unlocks the fullness of life. It

    How’s Your 2025 Content Calendar Coming Along?

    Yes, we know … no one really likes to be asked, “How’s it going?” about a project that they’re running behind on and probably haven’t thought about for a few days. Sorry! But honestly, if your firm is like most

    Designing the Future RIA – October 2024

    Lately, our team has been discussing the peak-end rule, a psychological heuristic proposed by Barbara Fredrickson and Daniel Kahneman that says people largely judge experiences (whether positive or negative) based on how they felt at their peak (most intense point) and