Systems · Culture · AI
I build the systems that take the work away, and the culture that keeps the people worth keeping. Most advisers do one of those. The two together are the actual job.

The argument
Everyone is looking at what AI can cut. Far fewer are looking at what it does to the people who remain, and that is where this goes wrong.
Automation designed well does not end in redundancies by default. It lifts someone out of a repetitive seat and into work that actually needs a human being.
And some of them say no. The usual conclusion is that they were not up to it. That conclusion is normally wrong, and it is expensive.
Now you are asking them to think and to try harder, and the business has not given them a reason worth the effort. No vision, or one nobody communicated. That is a leadership problem wearing a staffing problem's clothes.
The companies that work this out will hold their best people while everyone else is losing them. The ones that do not will automate their way into a business nobody capable wants to join.
01 — Why me
Most advisers are one or the other. The systems people do not see the humans; the people people have never shipped a process that held. I have done both — and I got the second one badly wrong before I got it right.
I designed a bespoke operating system for a business where every single item was unique — tens of thousands of records, three tax treatments running simultaneously, each one dependent on where a thing was bought and where it was sold. Off-the-shelf software could not hold it, and we had spent a great deal finding that out.
That is the instinct I bring to automation and AI. Not tools bolted on, but an architecture somebody else can operate on a Monday morning.
For two years I came into the office and shouted. People hid their mistakes from me — a rational response — and I concluded I was working with idiots. Then I paid someone to ask my own staff the question I could not ask, and the answer was hard to hear.
Two years of rebuilding later the company was attracting people it had no right to attract. Those people were still there, and thriving, long after I had gone.
02 — Engagements
I work with owner-led businesses where the value walks out of the door at six o'clock — agencies, brokerages, anywhere the asset is a person who could leave.
Most of what your good people do all day is not the thing you hired them for. Automation designed properly gives that time back — which is only worth anything if you then point it at work that compounds.
Commercial, not woolly. The employer's job is to find what each person is genuinely good at and point them at it, and to make the next rung worth climbing. Everything else is a poster in a kitchen.
People want to be part of something and will not raise it at an appraisal. If nobody can describe where the business is going, "more responsibility" is just more work. Getting that clear with the owners, and then communicated, is frequently the whole retention problem.
Pipelines, campaigns and the machinery underneath them, built so that new business is a process the company owns rather than something the founder does when there is time.
03 — Track record
An adviser with an unbroken record has either been lucky or is editing. Both halves are below, because the second half is where the useful material is.
04 — Speaking
Entrepreneurship, culture, and what happens to leadership when the cheap work disappears. I speak from inside it rather than from a case study.
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05 — Writing
Why the constraint moved from technology to leadership, and almost nobody noticed.
LeadershipTwo years as the worst kind of boss, and the question that ended it.
CultureAt six o'clock they have a life. Expecting otherwise is your error, not theirs.
SystemsThe weakness that produced the capability, and what it means for how you design.
06 — Contact
What you have already tried, and what it is costing you to leave it alone. That is enough for me to tell you honestly whether I am the right person — and I will say so if I am not.