What Are You Reflecting on Today?

Echo is the space where experience, insight, and voice come together.

Explore advisory leadership coaching newsletters, case studies, and field-tested practices—drawn from the rooms where real transformation happens for high-performing advisory leaders.

Book — G.O.A.T. Wisdom From Founders of Beekman 1802 | December 2025

What actually builds a great business over decades is rarely novel. It is earned through ownership, timing, restraint, partnership, and values. In this Echo Masterclass, I distill G.O.A.T. Wisdom into practical advisory leadership principles for senior professionals building franchises, teams, and trust.

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A Cup of Coffee | A Glass of Wine - Issue 05 - December 2025 Edition

December is the quiet hinge in every senior leader’s year. Half urgency, half reflection. The leaders who accelerate in Q1 aren’t the ones who set more goals — they’re the ones who build clarity, boundaries, and identity now. This month’s newsletter breaks down a simple year-end architecture, a case study on strategic focus, and a practical 20-minute reset to shape your 2026 storyline. We’re also launching Executive Roundtables on high-stakes communication, the skill 50 percent of leaders told us they struggle with most.

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A Cup of Coffee | A Glass of Wine - Issue 04 - November 2025 Edition

By November, most senior professionals are running on fumes. The paradox of high performance is that endurance alone isn’t enough — recovery is the real competitive edge. In this month’s A Cup of Coffee | A Glass of Wine, explore how strategic recovery sharpens advisory leadership and sustains performance through energy tracking, recovery rituals, and systems that protect clarity under pressure.

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A Cup of Coffee | A Glass of Wine Issue 03 - October 2025

Advisory leadership isn’t about doing more—it’s about doing what matters most. A results-driven mindset shifts the focus from activity to impact: from executing deals to originating them, from being reliable to being indispensable. This edition explores how to measure outcomes over effort, with practical tools, a case study, and insights drawn from The Personal MBA and Jim Collins’ Hedgehog Concept.

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