A Teacher and a Student

A Teacher and
a Student

“Stick to the fundamentals. That’s how IBM and Hilton were built.” – Lou Mannheim, Wall Street The quote above is one of the key takeaways from the 1987 hit movie Wall Street. Lou Mannheim implores his young brokers to stick to the fundamentals after they pitch...
What’s In A Name?

What’s In A

If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
Let’s Have a Chat (GPT)

Let’s Have a
Chat (GPT)

With ChatGPT all the rage for the past six months, I thought it was time for me to take it for a spin. First, let me begin by saying that I am not an early adopter of technology, but I am also not going to be one of the last. I guess you could call me a “fast...
What Would You Say You Do Here?

What Would You Say
You Do Here?

Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...