Advisors Excel

10/15/2026

The real horrors of running a financial advisory business. 💀

What other nightmares should’ve made the list?

10/15/2026

70% of his time in operations. Very little in vision and strategy.
 
That was the reality Bob Horne faced when he took a closer look at how he was spending his time as CEO of his advisory firm.
 
Bob breaks down the four roles of a business and how this exercise changed his approach to leadership in our latest YouTube video.

Comment ‘CEO’ for the full video.

10/13/2026

The decisions you make today determine the kind of business you’re running five years from now.
 
More leads won’t fix a broken sales process. More hours won’t fix a lack of delegation. And being a great financial advisor doesn’t automatically make you a great CEO.
 
That’s where having the right people in your corner changes the game.
 
🪨 > ✂️

10/13/2026

Patrick Mahomes could probably run a pretty good route. But that doesn’t mean he should be playing wide receiver.

The same thinking applies to your business.

Chase Koch joins Cody Foster on the Business of Advice podcast to explain why knowing your strengths AND the strengths of your team can completely change how you build and lead your firm.

10/12/2026

Claude for Financial Advisors is here. But is it worth adding to your tech stack?

We're breaking down what Anthropic's new AI tools can actually do, how they integrate with advisor technology, what they cost and where the limitations are.

Before you jump on the AI bandwagon, here's what financial advisors need to know.

Watch the full breakdown 👇

Claude for Financial Advisors is here. But before you add another A...

10/09/2026

We got to spend Tuesday and Thursday at Sheldon Child Development Center Head Start with 200+ 3- and 4-year-olds making sure all the little Sheldon Sharks were prepared for this upcoming winter.

Each student received a new pair of shoes, a winter coat, a hat, and a pair of gloves.

This is one of our favorite traditions that we do every year. We love seeing the kiddos faces light up as they get to pick out their new winter gear!

Topeka Public Schools

10/09/2026

When you own a business, your decisions affect a lot more people than just you.

Your employees. Their spouses. Their kids. Their futures.

Bob Horne grew his business from $5 million to $100 million in AUM in roughly five years, and one of his biggest lessons was understanding the responsibility that comes with leading a growing team.

Investing in your people matters. But so does having the courage to make the hard decisions when your business needs you to.

Hear more of Bob’s lessons on building the right team and leading through growth in our latest YouTube video.

10/08/2026

You already know how to build a strong practice. Dr. Benjamin Hardy is going to challenge you to think bigger about how fast you can scale it.

The bestselling author and organizational psychologist is bringing his approach to psychology, aggressive business scaling and “impossible” goals to WSOS 2027.

And his work with our advisors starts before San Diego.

Dr. Benjamin Hardy. Built Different.

10/06/2026

Claude for Financial Advisors is here. But what can it actually do?

Comment “CLAUDE” for a link to the full video.

Anthropic built new integrations and skills specifically for financial advisors, connecting Claude with parts of the tech stack advisors already use.

Sounds promising. But there’s a lot more advisors need to know before jumping in.

✴️ What works today?
✴️ What doesn’t?
✴️ Which CRMs and custodians are supported?
✴️ What does it cost?
✴️ And is your tech stack actually ready for it?

Cory Swain sat down with Jacob “Kuba” Konarski, CFP®, our Director of Technology Experience, to break down what’s real, what’s hype and what advisors should know before jumping into Claude for Financial Advisors.

Comment “CLAUDE” for a link to the full video.

10/05/2026

It’s the little things, really.
 
There’s a lot to be happy about when you’re building a business you’re proud of and helping clients do the same with their lives.