AUTHOR ARCHIVES :

Michael A. Bozett: Perspectives on AI and Digital Tools in Wealth Management

Wealth management automation tools

Key Takeaways

  • Artificial intelligence is becoming a central tool in wealth management for portfolio analysis, risk detection, and decision support.
  • AI helps automate routine client service tasks, freeing advisors to focus on higher-value and more personalized work.
  • Digital platforms and cloud-based tools are now expected by younger clients who want real-time access to financial information.
  • Despite its power, AI cannot replace human judgment, empathy, and nuanced decision-making in investment management.
  • Firms that resist adopting modern technology risk losing clients who expect advanced digital experiences and analytics.
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Paulin Modi: Health Benefits of Tennis for Active Lifestyles in Michigan

Tennis

Key Takeaways

  • Tennis provides a combination of cardiovascular, strength, flexibility, and endurance training in a single activity.
  • Studies suggest that regular tennis players live significantly longer than sedentary individuals.
  • Playing tennis just a few hours per week can substantially reduce the risk of heart disease and improve circulation.
  • The sport supports mental health by reducing stress, improving mood, and encouraging social interaction.
  • Tennis is accessible to people of many ages and abilities, though players should manage intensity to avoid overuse injuries.
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Stuart Hansen: Practical Approaches to Improving Single-Property Investment Performance

Real estate investing

Key Takeaways

  • Successful single-property investing begins with deep market and submarket analysis, not just surface-level data.
  • Optimizing financing and capital structure can materially improve returns and long-term flexibility.
  • Identifying a property’s highest and best use can unlock hidden value through reconfiguration or repositioning.
  • Strategic value-add improvements and disciplined asset management drive higher net operating income.
  • Planning the exit strategy early helps ensure timing, tax outcomes, and buyer demand are aligned for maximum return.
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Stephen Reeder: Lessons in Leadership Reflected Through Scouting Values

Scouting

Key Takeaways

  • Scouting emphasizes character, service, and self-reliance – values that closely mirror effective leadership principles.
  • The founding story of the Boy Scouts of America highlights how small acts of integrity can have lasting societal impact.
  • Scouting programs build confidence and resilience by helping young people overcome social, emotional, and physical challenges.
  • Personal achievement in Scouting often comes through mentorship, teamwork, and disciplined effort.
  • The stories demonstrate how values learned early in life can shape ethical leadership in business and community roles.
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Father Horacio Medina: Exploring Aristotle’s Ethics and Moral Virtue

Ethics and moral values of Aristotle

Key Takeaways

  • Aristotle defines the highest human good as eudaimonia, or living and doing well across a complete life.
  • Human goodness depends on reasoning well and performing one’s proper function with excellence.
  • Virtue reflects stable character and disposition, not merely outward behavior or isolated actions.
  • Moral virtue is found in the mean between extremes, avoiding both excess and deficiency.
  • Other schools like the Cynics and Stoics developed different ethical views, but all emphasized reason and character.
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10 Leadership Lessons from the World’s Most Visionary CEOs

Gary Vaynerchuk, Chairman of VaynerX, CEO of Vaynermedia, CEO of VeeFriends

photo credit: Gary Vaynerchuk / CC0

Key Takeaways

  • Leadership is defined more by decisions under pressure than by personality.
  • Culture is a strategic asset, not a side effect.
  • Empathy, calm, and clarity scale better than force.
  • The best leaders redefine success before circumstances force them to.
  • Long-term trust always beats short-term optimization.
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Smart Shipping Strategies to Streamline Your Operations and Boost Customer Satisfaction

Shipping solutions

Key Takeaways

  • Offering multiple shipping options gives customers control and increases conversion rates.
  • Right-sized packaging reduces shipping costs by minimizing wasted space and dimensional weight.
  • Negotiating carrier rates improves margins and frees capital for other operational investments.
  • Strategic shipping partners enhance reliability, scalability, and returns management.
  • Automation speeds fulfillment, reduces errors, and helps small businesses compete at scale.
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2026 Is the Year of Boring Business: Here’s Why

Vending machine business

Key Takeaways

  • In 2026, businesses with predictable cash flows, disciplined operations, and sustainable growth outperform flashy startups.
  • Investors are shifting focus from hypergrowth to fundamentals: profitability, retention, and operational resilience.
  • Founders are rediscovering compounding: steady, controlled growth builds valuable, enduring assets over time.
  • Advanced technology like AI and automation enhances efficiency and defensibility without creating hype.
  • Boring businesses attract operators who excel in execution, incremental improvement, and long-term strategic thinking.
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10 Business Lessons from Top CEOs for 2026 and Beyond

Business lessons

Key Takeaways

  • Empathy, ethical leadership, and a people-first mindset are central to long-term organizational success.
  • Customer obsession and clear focus on core strengths drive innovation and sustainable growth.
  • Strategic adoption of technology, including AI, must be purposeful and balanced with societal responsibility.
  • Leadership resilience, adaptability, and long-term thinking help navigate disruption and evolving markets.
  • Building talent pipelines and cultivating a strong culture ensures organizational scalability and continuity.
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Adrien Finzi: What You Should Know About Scaling a Business

Planning for business expansion

5 Key Takeaways

  • Scaling focuses on sustainable expansion that increases efficiency and profitability without proportional cost growth.
  • Financial readiness and strong leadership are essential foundations before pursuing large-scale business expansion.
  • Technology and automation streamline operations, improve decision-making, and support scalable communication.
  • Strategic hiring shapes company culture and ensures teams can operate effectively with less direct supervision.
  • Partnerships, outsourcing, and market research help businesses expand into new markets while managing risk.
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