
Corporate to Fractional
I think many people should leave corporate life!
To step into fractional work…
Because when you step outside the system, three things happen fast:
-You Remember Who You Are
I loved corporate life, this isn’t a bash, I spent more than two decades there
But in a 9–5, you rent your expertise inside someone else’s framework (pun intended)
Outside it, your knowledge gets forged:
In friction
In fire
In uncertainty
You meet yourself again
Decisive
Confident
Independent
And that independence? Priceless!
- You Learn to Trust What You Know
Outside the system, validation only comes from the people you help
“Your last post really hit home”
That’s nice
But soon, you’ll need to sell what you know and not hide behind content
You’ll doubt yourself
Then you’ll keep going anyway
That’s the test You pass it simply by not quitting
-You Move Without Permission
At first, you’ll crave the nod, the “go ahead” the reassurance
But no one’s coming
When you stop waiting, you start leading
You’ll over-deliver
Over-prepare
Get your clients over the line - yourself
That’s how you build the muscle of self-trust
Every move without permission = growth
Here's the rub….
Trust your experience
It’s more than enough
You’ll scale it faster than you think
Fractional isn’t for everyone
But if you’ve felt it - it’s overdue
So make the jump
Worst case, you return sharper
Best case, you never look back

Family Business
Three types of businesses I tend not to work with:
Family businesses…
Lifestyle businesses
Basket cases!
The toughest of them all?
Family businesses I’ve been there - sitting in boardrooms with Mom, Dad, Son, and Daughter all pulling in different directions
Once was enough
Here’s the paradox:
Family businesses can be incredible wealth creators… but they can also be powder kegs
Why they succeed:
-Long-term focus, not beholden to quarterly demands
-Deep-rooted culture, values are lived, not just written
-Loyalty and commitment - the family is all-in
-Faster decisions, less bureaucracy
-Low turnover and strong customer relationships
But the flip side:
-Family dynamics derail logic
-Growth often stalls after the founding generation
-Loyalty trumps competence
-'Succession' is a minefield
-Outside expertise is resisted
As the saying goes:
The first generation creates wealth
The second builds on it
The third squanders it!
That’s why I choose not to work with them
The risk/reward rarely makes sense
But let’s be honest: family businesses aren’t going away
They power much of the global economy
Some of the world’s most iconic companies started this way
So, what do you think?
Do the strengths outweigh the challenges?
Or are the red flags too big to ignore?
Pic Credit: Succession best TV since the Soprano's

What Business Gets Wrong
Most people in business get this wrong…
They think building a profitable business is about:
• Selling a commodity
• Pricing above your costs
• Living off what's left
It isn’t…
What it takes is being strategic and:
Creating unique value – not being a commodity
With a unique personality – so clients know exactly what you stand for
That points to a unique offer – tailored to the real outcomes they want
With a unique client experience – because delivery is where trust compounds
And a unique brand look and feel – so you don’t disappear in a sea of sameness
While knowing your ideal customers – and the ones you should say no to
And solving their problems in your content – before you’ve ever met them
That's how you scale sales…
That’s how you expand margins…
That’s how you build profitability
That’s how you create value
And it sure as hell doesn’t happen overnight
I’ve seen too many great businesses stall because they tried to sell, not lead
It happens with clarity, discipline, and leadership

Research in Motion - Blackberry
Did you ever own a BlackBerry?
I didn’t!
But after nearly two decades at Motorola
I had a front-row seat to the mobile revolution , I saw firsthand how quickly giants can rise… and fall
If you want to sharpen your business instincts, there’s nothing more valuable than studying those stories of disruption
And sometimes, the best case studies don’t come from books…
They come to life on screen
A great example? 🎬 The new BlackBerry movie on Netflix
It’s a fascinating dive into the story of Research in Motion (RIMM), the company behind the device that once defined business, communication, and corporate dominance
But here’s why every business leader should watch it:
-Innovation vs. Complacency – BlackBerry changed the world, but lost their edge (and yes, Motorola had a hand in that story)
-Market Dominance Is Temporary – The top is never permanent, no matter how secure it feels
-Adapt or Die – The brutal reality of disruption in tech… and in business everywhere
If you’re not learning from stories like this, you’re missing the point
The same way we now view RIMM
The question is:
👉 Will your company still be standing tall?
👉 Or will it be a cautionary tale?
If you haven’t seen it yet, go watch BlackBerry on Netflix
Trust me, it’s not just nostalgia
It’s a masterclass

Norway…
Norway saved, The UK spent!
Same North Sea, two very different outcomes
Norway’s Oil Fund is now worth $1.7 trillion
Built from oil revenues, invested entirely abroad, it’s the gold standard for turning a finite resource into future wealth
They kept it simple:
• No domestic investments (to avoid overheating their own economy)
• Full transparency
• A spending cap linked to long-term returns
The result?
Norway has only invested about $500bn of oil money since the 1990s…
and turned it into $1.7 trillion through disciplined investing
Meanwhile in the UK…
North Sea oil has generated hundreds of billions in revenue, but mostly flowed straight into day-to-day budgets
And was spent!
We’ve benefited in the short term, but built no lasting national fund
Shame….
Imagine if even a small slice had been invested for future generations, what that might be worth today
It would likely be one of the largest sovereign wealth funds on the globe
But Norway didn’t just strike oil
They struck discipline, foresight, and patience and compounded it into the world’s largest sovereign wealth fund
Different choices...
Different legacy...
Did we waste those £, some might say we did…?
Pic Credit :Quartr

Interactive Brokers
How Interactive Brokers Made “Boring” a Superpower
Most companies face a choice: chase hypergrowth or protect profitability
Doing both usually means compromising on both
Then there’s Interactive Brokers (IBKR)
I opened an account 25 years ago when I first arrived in the U.S.—and still have it today
For years, IBKR has been one of the most quietly disciplined growth stories in finance
Its success is hiding in plain sight, across two charts
📈 The Explosion — Total Accounts
Relentless, compounding growth:
From just over 200 K accounts in 2012 to 4 M+ today — a 26% CAGR
Normally, this is where the story turns
Growth like this is expensive, fueled by heavy marketing that crushes profitability
But not here!
💼 The Discipline — Operating Margin
While accounts surged, IBKR’s operating margin rose
For the past three years, it’s held between 70–80% — almost unheard of at this scale
How do you deliver venture-style growth with blue-chip profitability?
You don’t build a brokerage
You build an efficiency engine
The IBKR Playbook:
🔹 Ruthless Automation - from trade execution to onboarding
🔹 Global Scale, Local Efficiency - 150+ markets, minimal marketing
🔹 Culture of Frugality - cost discipline that compounds margin
This isn’t growth at all costs
It’s growth because of costs
They scaled because profitability was built in from day one
In a market that celebrates speed, Interactive Brokers proves the real edge isn’t how fast you grow
It’s how efficiently you compound
That’s not just performance
It’s a masterclass in structural advantage!
That’s it for this week.
Stay tuned for more of Rob’s best posts and insights
