three for the road

I know it’s late August but I feel like I’ve never been this busy. On my to-do list:

1. Our Fall 2017 conference is rapidly approaching and we’re adding more speakers and moderators right now, in addition to landing both the Chairman of State Street Global Advisors and the incoming CEO of Vanguard in just the last week and a half. Look for some big names in the near future. This is going to be a legendary day of insights and networking. If you’re registering, use RWM25 discount code to save 25% on new registrations.
2. We’re in advance talks with a handful of incredibly talented advisors from around the country about joining the firm and bringing their expertise in-house to bolster the firm’s capabilities. I’m very excited about how far we’ve come as an organization, a few years ago we would not have been able to do what we’re about to do.
3. We’re in the process of turning our employees into equity owners. This has always been the direction I’ve wanted the firm to be headed in. I want an owners’ culture here – I want everyone to feel and act as though all of the clients are “our” clients. And that the benefits of our growing business are accruing to all stakeholders. Things are progressing nicely.
4. Real estate! We’re aiming to be in new space in Manhattan by mid-winter. This is a process that you cannot imagine unless you’ve been through it. Commercial RE in New York City makes the investment industry look sane. More on this front soon (I hope, but who the f*** knows).

Anyway, don’t miss these three reads, and have a great night!