The Financial Services Expert Trap

For the past 60 years the financial services industry has been booming. Since 1980, year over year growth rates tripled and large entities flourished as smaller competitors crumbled. With low interest rates and new regulations, banks grew quickly as the rest of the marketplace piggybacked off their success. Savvy and risk-averse business men and women … Read more

Strategic Thinking: The Power of Questioning Your Assumptions

Many of our daily actions are habitual, meaning they are performed automatically and without conscious thought. It’s a useful way for us to save mental energy and streamline tasks that are performed frequently. These automatic actions are often based on our learning mental models, which are the assumptions, beliefs, and frameworks that we use to … Read more

Why aren’t we more curious?

While growth only occurs in a state of curiosity, it’s equally important to acknowledge that it’s not effortless to get into a state of curiosity through the fixed mindset and a growth mindset. In fact, if we aren’t mindful about it, we can find ourselves in various states that inhibit growth: 1. Apathy or Complacency: … Read more

The Reverse Resume: A counterintuitive way to measure our growth

When it comes to life’s trajectory, most of us spotlight our wins. But what if we began viewing our growth through the lens of opportunities we consciously sidestepped? In our hustle and bustle world, almost everyone has a résumé. It’s that trusty document, detailing our proudest moments, like a passport stamping our professional journeys. But, … Read more

Innovators don’t have excuses!

They recognize that every excuse, no matter how valid it may seem, is a self-imposed roadblockon the path to transformative change. Rather than getting bogged down by challenges or setbacks, innovators harness them ascatalysts for creativity and adaptability. They maintain an unwavering belief in their vision for organizational growth and development, knowing that for every … Read more

How do you decide when to double down on an initiative or when to walk away?

This kind of strategic decision making is one of the top skills innovators must master. Here’s how I make the decision without letting my pride take over: Data-Driven DecisionsI insist that every project measure what I call Pivot Indicators. These are pre-defined metricsthat answer two important questions: “When will we know if it’s not working?” … Read more