advisor update


Circles Advisor Update: Learning and The Road Ahead

Dear Advisors: It has been a long time since I shared an update! I’m more determined than ever to make...

guided peer groups video meeting

Circles Spring: Month Two Testing Guided Peer Groups

Hello Advisors: Spring has arrived in Barcelona. And with it, the start of the 100-day countdown until I move back...

circles alpha challenges during month one

Circles Alpha Month One: Challenges

I wrote this blog post last week when I flew back to Barcelona after spending a week with an Aspen...