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Snapshot
Since 1994, I have been helping financial advisors evolve to higher value business models. I entered the financial services industry in 1984 as an account executive with Merrill Lynch Pierce Fenner & Smith. While in production I formed one of the first horizontal teams in 1987 and participated in focus groups that led to Merrill's first financial planning service. In 1989, I became a regional manager for Merrill Lynch Business Financial Services where I had the opportunity to train financial advisors in the areas of investment management consulting and qualified retirement plans.
In 1991, I joined Harris Bretall Sullivan and Smith as the managing director for the Southeastern US. During that time, I helped hundreds of financial advisors at Dean Witter, Kidder Peabody, Paine Webber and Prudential Securities develop their fee-based managed accounts business. In 1994, I formed Paragon Resources, one of the industry's first practice management consultancies. In that role, I coached and trained thousands of advisors in the United States and Canada in the areas of business optimization, client advocacy, practice management and team building. In 2005, I formed Copernicus Partners and led several enterprise projects including the design-build of an internal practice management consulting department at a major financial services company. In 2011, I formed Fusion Impact Marketing and in 2013, a related business called, Sapient Learning Solutions.
In 1991, I joined Harris Bretall Sullivan and Smith as the managing director for the Southeastern US. During that time, I helped hundreds of financial advisors at Dean Witter, Kidder Peabody, Paine Webber and Prudential Securities develop their fee-based managed accounts business. In 1994, I formed Paragon Resources, one of the industry's first practice management consultancies. In that role, I coached and trained thousands of advisors in the United States and Canada in the areas of business optimization, client advocacy, practice management and team building. In 2005, I formed Copernicus Partners and led several enterprise projects including the design-build of an internal practice management consulting department at a major financial services company. In 2011, I formed Fusion Impact Marketing and in 2013, a related business called, Sapient Learning Solutions.
- Listen to an interview I did in 2010
- Read a detailed summary of my professional experience
Early Years
I was born in Coconut Grove, FL and raised in the Kendall area of Miami. My mother was the head of the foreign language department at a public high school and my father was a marine biology professor of marine biology at the University of Miami. That probably explains my passion for learning and teaching.
After high school, I worked as an airline agent for Southern Airways, which was a fun job and one that allowed me to travel the world at a young age. It also provided me with the income I needed to pay for college. After moving to Panama City and Detroit with the airline job, I made my way to Tallahassee, where I attended Florida State University. Shortly after graduating from FSU I left the airline business, joined Merrill Lynch and moved to Atlanta.
I have been living in Atlanta since that time.
After high school, I worked as an airline agent for Southern Airways, which was a fun job and one that allowed me to travel the world at a young age. It also provided me with the income I needed to pay for college. After moving to Panama City and Detroit with the airline job, I made my way to Tallahassee, where I attended Florida State University. Shortly after graduating from FSU I left the airline business, joined Merrill Lynch and moved to Atlanta.
I have been living in Atlanta since that time.
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Unconventional WisdomFrom 1994 to 2004 Unconventional Wisdom, the title of this website, was the name of my newsletter. It was in that publication that many of the articles, papers and conceptual models found on this website first appeared. From there, they made their way into various trade journals, presentations and training programs. Many of my concepts and models have been "re-purposed" by countless individuals over the years so don't be surprised if you get that déjà vu feeling as you browse through the site.
I retired my newsletter several years ago and have since replaced it with my SLOG, which is called Ramble On but the content is as unconventional as ever. Thank you for visiting my website. Please let me know if I can you or your organization in any way. |
