Filtered Thought Leadership [FTL]

Top Books Summarized for Financial Planning Leaders

How often were you recommended a trending business book but couldn’t get through the 250 pages?  FTL helps to summarize business and leadership books by only including the most relevant concepts for the financial advice industry.  A new book is summarized each month! 

Free Downloadable Resources

Templates and “One Pagers” to help both employers and career seekers in the wealth management field.  New documents are created bi-weekly!  

Other Resources


Posts that dissect interview questions, shares industry quizzes and explores other musings.

Coming Soon

The Collective, Monthly

A digest of our content and commentary for the month past and previews of the month ahead.

Coming Soon

Comp Study 2021

Stay up to date on the critical roles and their compensation levels in the wealth management inudstry.

Coming in the Fall