20 Lessons From 500 FAS Podcast Episodes: What I Learned Building An RIA From Scratch In My 20s
Building an advisory firm from scratch is extremely difficult in the best of circumstances. While CFP educational programs teach the ...
Sunday, August 2, 2026
Tag: Learned
Psychology says the people who read everything on social media but never post anything are not the shy ones or the antisocial ones — they are usually the most careful observers in the room, and they have learned that watching quietly gives them information about other people that speaking would immediately take away
The population of people who use social media without posting is much larger than most active posters realise. The Pew ...
The best financial lesson I learned in Canada wasn’t about investing, it was about trust
Like many newcomers, I spent my first few months trying to make sense of a financial system that felt both ...
Lessons Learned From Building A $60B Advisory Enterprise: #FASuccess Ep 496 With Shannon Eusey
Welcome everyone! Welcome to the 496th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shannon ...
Many who were raised in the 1960s and 1970s learned to tell what kind of evening it would be from the weight of a parent’s footsteps in the hall, and 6 adult habits often trace straight back to that early watchfulness
She was nine years old, standing in the upstairs hallway of a house in 1973, listening. The front door had ...
The colleague who stays composed during a layoff round and only falls apart in the parking lot isn’t unusually professional, they learned somewhere that grief had to wait until it wouldn’t cost anything
The pattern is familiar to anyone who has watched a layoff round move through a company. Someone gets the news ...
The person who maintains a Notion second brain, a Todoist GTD setup, and a calendar blocked to the quarter hour isn’t more productive, many are trying to externalize a mind that learned, somewhere along the way, that forgetting anything was a kind of failure
Open someone’s laptop on a Tuesday evening and you can sometimes catch the ritual. A tab for Notion, a tab ...
5 Things I’ve Learned in 5 Months of Selling Options
Author’s note: This essay assumes that readers have a basic familiarity with options — like the difference between puts and calls, ...
People who keep their phone face-down on every surface they sit at often aren’t being polite, many are quietly trying to stop a nervous system that learned, over years of being on-call, to flinch at every notification
The face-down phone gets read as courtesy. A small social gesture, the kind that says you have my attention. That ...
I’m leading a $100 million corporate turnaround. Here’s why I learned to distrust the growth mindset
As an insurance industry veteran, I’ve had a front row seat to watch many insurtechs adopt growth assumptions borrowed from ...
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