Let's Schedule Our Conversation
Guest Prep
Before We Hit Record
What to Expect
This is a conversation, not an interview. I block off 75 minutes so neither of us watches the clock, though most conversations run closer to 40-55. We'll spend the bulk of that time on the book you named in your intake form, and how it's actually shaped the way you lead or advise. No script on my end, no gotcha questions, just genuine curiosity about how you think.
The Only Technical Thing That Counts
Skip the complicated setup. Wired headphones (any pair) paired with Chrome on a laptop or desktop cover most of what could go wrong with sound. If you want the full checklist, lighting, an ethernet cable, closing extra tabs, I'll send it along with the reminder before we record.
You've Already Done the Hard Part
The book you shared in your form is the anchor for our conversation, so there's nothing left to over-prepare. Keep a couple of stories in your back pocket, moments where that book actually changed how you approached a client, a decision, or your business, and let the conversation find its way there.
Once It's Live
After we record, the episode goes through editing before it publishes. When it's live, I'll send you the link and ask you to share it with your own network, that's genuinely the biggest reason a conversation like this reaches people outside my own list. No pressure now, just a heads up so it isn't a surprise later.
Listen Before You Join
Check out the latest episodes from The Advisors Library to get a sense of the show ahead of being a guest.
Browse Books by Topic
The Shelves — Coming Soon
Leadership & Culture
How the best firms build identity, hire for values, and lead through transition.
Scaling & Operations
The systems, cadences, and structures that take firms from founder-led to institutionally durable.
Growth & Sales Leadership
Organic growth engines, COI strategies, and building teams that develop business without selling.
M&A & Integration
Acquiring, integrating, and retaining — from LOI through Day 365.
Strategy & Competitive Advantage
Positioning, saying no, and the frameworks that separate durable firms from fast ones.
Decision-Making & Psychology
How leaders think under uncertainty — and the mental models that sharpen judgment.