Technical excellence got you here. It won't be enough to get you the rest of the way.
Margin Notes is a monthly membership for wealth management professionals who want to be more than technically excellent. Each month draws on a different discipline — psychology, hospitality, philosophy, history — and puts it to work on the parts of the job that decide everything: how you lead your firm, and how your clients feel when they walk out of the room.
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Wisdom From Every Discipline
Fields that explain people — psychology, philosophy, sociology, theology, communication. Studies that explain behavior — happiness, grief, motivation, habit formation. And industries that face your challenges in a different form — hospitality, medicine, sport, logistics.
Taught The Way People Learn
Lessons designed around what we know about attention and retention. Complex ideas made clear, paced to hold you, and worth taking notes on.
Built For The Wealth Management Industry
Every course is developed for the realities of an advisory practice, so the ideas arrive ready to use with clients, teams, and the business you're building.
Many courses carry CFP CE credit.
