Resources
The Tech Stack
This Ebook was created from a panel webinar I participated in with my friends Seth Fineberg and Zane Stevens thanks to the good people at Ace Cloud Hosting. It shares our recommendations to highlight technology that supports growth, resilience, and long-term relevance for firms.
Featured Books
From my #SNH (Scaling New Heights) 2025 Keynote Presentation:
Stop Chasing Your Tail – Move from Dreaming to Doing
As a keynote speaker for this event, I shared my secret: I’m addicted to self-help books! I read. A lot. The books provided in this link (most are non-fiction, but some are fiction) made their way into my presentation because they helped shape my journey to the main stage. If I can make it to the mainstage, and bring a live basset hound up there, you too can make your dream come true.
Educational Videos
Interested in Advisory, but not sure where to start? Check out a few of my free webinars and online videos that will give you some insight.
Archived Newsletters
Check out what you’ve missed. If you are new to my newsletter or if you are just feeling nostalgic, all of my past newsletters are provided for you here. Stay up to date with what’s going on in Advisory Services, new technologies and the latest in my tales of grits and basset hounds.
Leading from Within
The Basset Hound Versus the Nun
Geni Whitehouse (TEDx Talk)
A deeply personal metaphor: the silent, soulful truth of the basset hound versus the rule-bound righteousness of the nun. A reflection on what it means to lead from authenticity instead of obligation.
