Perspectives
A few things worth your time.
Not a blog. A short, curated set of conversations and ideas I'd point a friend to, on AI, building a practice and doing fewer things, better.
01Selected
Resource
sheasanche.com
Fewer Clients. Far Better.
What we built, what worked, what didn't, and what I'd do differently. The resource that goes with my Charlotte talk.
Read it
Podcast
Turning the Page with Chris Reynolds
Building AI into every layer of an advisory practice
Episode 114. Recurring tasks living in six different places, a password problem I called a dumpster fire, and why I want to serve fewer people more deeply.
Listen
Interview
The Globe and Mail
Why this advisor was willing to pay more for a book of engaged, loyal clients
On acquisitions, and why the right clients, the ones who fit a planning-first culture, are worth more than a bigger book.
Read the article
02Ideas I keep coming back to
“I view AI as a micro friction removal machine.”
“I don't look to serve more people more efficiently. I look to serve fewer people more effectively.”
“I've got a couple of shadows. One is complexity, the other is perfection. The result is usually inaction.”
“The search for meaning is only valid if you're willing to take action with what you find.”
03Books that shaped how I work
Buy Back Your Time
Dan Martell
The book that made the biggest difference in my life and business.
Who Not How
Dan Sullivan and Dr. Benjamin Hardy
Pivotal. It pushed me to stop doing things, not just to start new ones.
Benjamin Franklin: An American Life
Walter Isaacson
A great one. There's a lot of good stuff in there.