Permission to Take a “Do Over”

What if we all had the chance to take a “mulligan” at least once in our business lives?

That is, use the proverbial golf do-over rule as a way to reset our goals and expectations—and take that shot one more time, but this time from a whole new perspective.

Ahmie Baum, an ex-UBS advisor describes his transition to independence in that very way.

While he was perfectly comfortable at UBS a decade ago, he started to see things differently when his son Brian joined the business. Ahmie gained a new sense of confidence in their growth and the courage to do it all over again.

It’s this week’s featured podcast episode—an engaging perspective from a wirehouse veteran who chose a new path based on answering the call of one key question:

“What would you do if you weren’t afraid?”

Plus, due diligence is often seen as a way to vet another firm or model—but what if it served as a way to see yourself and business through a new lens?

This week’s featured article looks at key areas to reassess during the process—an opportunity to get reacquainted with your business and gain a new level of clarity.

Would love to hear your thoughts.

Best,

Mindy

While comfortable at UBS a decade ago, Ahmie Baum started to see things differently when his son Brian joined the business. It made the wirehouse veteran reevaluate everything. With $420mm under management, Ahmie felt confident in their growth and gained a new sense of courage to do it all over again. And so he did. He shares his journey to independence 6 months later. Listen here.

Seeing yourself through the lens of opportunity – outside the familiarity of the status quo – can inspire a new way of thinking about your business and allow you to reassess priorities and goals more freely. Read it here.

Enjoy this content? You can subscribe to our weekly email newsletter here.?