
New Lenses, New Possibilities
As long-time readers will attest, I’m all about living into “What Ifs” and possibilities. As we embark on this coming year, amid all manner of uncertainties swirling around us (many of which we can’t control), I think it’s more important than ever to look at what we can do and what inspired actions we can take that empower and embolden us. One of the things we have control over is our mind, what we focus on, our attitudes, and where we direct our attention.
If I have one piece of guidance for you this year, it would be to try and have a more expansive view on our lives; consider alternatives and possibilities in all areas of our life and our work. If something is stalled or blocked, what creative ideas can you conjure up which would allow you to try another approach or path to get where you say you want to go? As one of my esteemed colleagues is fond of saying, “this is not a go it alone life.” Reach out if you’d like some support.
I’m always here for you. Here’s hoping your year ahead is fulfilling for you on multiple levels.
To your success.
Kelli
Implications of kids graduating without financial literacy skills
(not often taught in U.S. schools)
Our schools are preparing students for tests—but not for life.
As best-selling author Scott Galloway recently underscored in his No Mercy / No Malice newsletter, and as Pew Research Center data confirms, most young adults are entering the world financially underprepared—not because they’re incapable, but because we’ve failed to teach them the basics in high school.
Budgeting. Debt. Credit. Investing. Cash flow.
These aren’t “nice-to-have” skills—they’re foundational to adulthood. When schools ignore financial literacy, the cost shows up later as anxiety, dependence, and delayed independence. It also appears to limit financial success over time. This article explores what’s broken, why it matters, and what must change if we want the next generation to truly thrive.
Slow Productivity: A Smarter Way to Re-Enter the World After the Holidays
As we wrap up the holiday season and step back into the work world, the most effective strategy may be to take a page from our holiday pace—and embrace slowing down rather than speeding up. Doing so can better support our nervous systems while optimizing our impact in the process.
In this article, I discuss the power of “Slow Productivity” and how working with greater focus and intention can actually lead to better results, while minimizing stress and burnout.
Spotlight
Ritual at Manresa

I have friends who are gourmands and who travel the globe eating at some of the finest restaurants in the world. While that can certainly be fun, it can also be time-consuming and expensive. Those of us in the SF Bay Area now have the reverse opportunity—to enjoy something extraordinary right in our own backyard.
Legendary chef David Kinch of Manresa in Los Gatos has partnered with visionary entrepreneur Luis Caviglia to create something special and unique called Ritual at Manresa, housed in the same location as the famed and beloved restaurant in Los Gatos.
Luis curates a rotating lineup of some of the best Michelin-starred chefs from around the world, each of whom completes a monthly residency at Manresa. These are impeccably crafted experiences that reflect the culture and talent each master chef brings to members of Ritual. Ritual at Manresa is a membership model, and it is definitely an investment for those who choose to participate in these unique experiences. That said, it’s far more affordable than global travel and much easier logistically for us locals.
I was fortunate to experience one of these wine-and-dinner pairings prior to the holidays, and it was truly a magical evening.
Many of the innovators and founders in Silicon Valley (and elsewhere!) that I meet are seeking unique, memorable experiences—and Ritual at Manresa is a shining example of what’s possible. I highly recommend it for individuals and couples, as well as for team-building with founders, innovators, and leaders who want to deliver a truly exceptional experience for their people.
Media Recommendations
Jacob Collier (his live show in SF & BBC doc)
Last year, I was introduced to the multi-hyphenate musical genius that is Jacob Collier. A friend recently brought me with her to see his show at Davies Hall in San Francisco, and I was completely blown away. Jacob is a young savant—a Grammy-winning English singer, songwriter, producer, and multi-instrumentalist who creates unique, innovative, genre-defying music that has captivated and lit up audiences around the world.
He first came on the scene via YouTube during the pandemic, where he became famous for covering popular songs and recreating them in inventive ways that showcased his extraordinary talent for vocal harmonies and lush arrangements, paired with visuals that became music videos in their own right. He’s truly amazing and one of a kind.
The BBC did a short documentary on him, which I highly recommend, entitled Jacob Collier: In the Room Where It Happens. It’s a great overview of this genius.
Ripple (Netflix TV series)
A friend recommended this eight-episode drama series to me, which was just released on Netflix last month—and I loved it. The story centers on four strangers in NYC whose life experiences become intertwined following critical losses, detours, and high-stakes decisions that alter the trajectory of their lives.
As the series progresses, the viewer is drawn into the characters as we experience the ripple effects of small actions with significant impact. The storytelling and acting are first-rate. Eight episodes were not enough and left me hungry for more; I hope the show gets picked up for renewal and additional seasons. It’s a real winner.
What Happened To Your Hair (book)
Gunnar and Matthew Nelson are identical twins, sons of the late Ricky Nelson, and chart-topping performers in the early ’90s. Beyond their obvious musical talent, one of their biggest claims to fame is being part of the only family to have #1 records in three successive generations—stemming from a 100-year legacy of entertainers.
We crossed paths during my longstanding tenure as co-producer of the Pollstar Awards (concert industry), where I brought them in as presenters, and I’ve recently reconnected with them. They have always impressed me with how grounded, hard-working, approachable, and real they are as people.
They released their memoir at the end of the year entitled What Happened to Your Hair? How We Played Loud… Loved Proud… and Never Backed Down, which went to #1 on Amazon within days of its release in December. The book tells the story of their lives and careers, and the many experiences and challenges they endured—because theirs was not an easy life. They’ve worked hard for everything they’ve achieved; despite appearances, nothing was ever handed to them—quite the contrary, as you’ll discover when you read the book.
For me, it was a walk down memory lane, as they named names I knew from my own music business career.
People Say the Nicest Things…
“I had a chance to dive into your recently updated site – and wow. It’s simply stunning, and it radiates the high-touch, high-impact work you’ve always embodied. I’ve long admired your gift for helping visionaries like me, see around corners, stretch beyond our limits, and move with clarity and purpose toward what’s next.”
Rob Terry
Founder/CEO
Seafood AI & SmartCatch
I lost a dear friend just prior to the Holidays in Jeffrey Diamond. I met Jeff and his then collaborator, Michael Van Himbergen, about 30 years ago — and they have remained close friends of mine ever since (actually they’ve both been more like brothers to me, truth be told). They were both early grads of CalArts in LA, and early pioneers and innovators in the visual effects space in the 90s. When we met, they had just collaborated with Doug Trumbull on the VFX for Luxor’s launch in Vegas in the mid-90s, and together with Diane Pearlman who was EVP & GM at a major VFX studio in MA called Mass Illusions on films like: The Matrix, What Dreams May Come, Starship Troopers, Eraser, Die Hard with a Vengeance, and Judge Dredd, among others. Diane and Jeff were married and had two wonderful boys, Jake & Matt.
We all shared a passion for the convergence of tech and entertainment, and Jeff in particular showed me that it was possible to create a life of freedom as an entrepreneur, giving me the motivation to strike out on my own when it was time for me to launch my own consultancy. Jeff left us too soon – a victim of early onset Parkinson’s Disease – and I will miss him greatly.

When the Platform Buys the studio: Why Netflix-Warner Bros/HBO Changes Everything
(and Why the Boardroom’s Future Depends on It)
(Why Visionary Founders, Innovators & Creatives are Wired for Breakthroughs)
I’ve just started advising Rotem Alaluf, the Founder & CEO of Wand.ai which is the only platform for management, execution, and creation of AI agents as trusted members of your workforce. We should be excited about an agentic workforce not because it replaces humans—but because it liberates human potential at a moment when complexity, speed, and ambiguity exceed what traditional org structures can handle. Enterprises are moving from a purely human-centric model to a new hybrid, dual-workfoce model where AI agents work with people side-by-side, which results in a foundational change in how organizations operate. With this approach, AI models create productivity efficiencies, saving time and money, and minimizing or eliminating redundancies — freeing up people to focus on creativity, judgment, strategy and relationships. This is a structural competitive advantage that compunds over years. We are indeed living in exciting times rich with both innovative breakthrough technologies and emerging business models. Wand is definitely one to watch.

Cocooning for the Next Level
I’ve long dabbled with the notion of sitting on paid boards (private and/or public). Recently not one but several trusted colleagues who are on boards urged me to join Athena Alliance. It’s a prestigious community that supports leaders to build impact across the portfolio of their career — whether in the C-Suite, in the boardroom, as investors, advisors, entrepreneurs, thought leaders and more. They host curated live gatherings, virtual webinars, and provide rich educational opportunities for participants to become board ready, to elevate their careers, and to leave their mark in the way that suits them the best.
I have loved Robert Redford’s work for over 50 years; I think my first exposure to him was in Butch Cassidy & the Sundance Kid at the theater. His magnetism and charisma was evident even to a young me, and the camaraderie he shared with Paul Newman was electric. I loved how he chose thoughtful roles that allowed him to showcase and portray a rich array of facets of his personality and character — both as an actor and as a director. Then of course taking a stand for independent films by founding the Sundance Film Festival demonstrated his versatility and conviction towards making a difference. Both of us narrowly escaped being passengers on United Airlines Flight 93 on 9-11; I always wanted to have that conversation with him about what the circumstances were for each of us — if we’d had the chance to meet, but alas I never got that opportunity.
I have loved Diane Keaton from her earliest roles in The Godfather and Annie Hall, on through to the Father of the Bride films, First Wives Club and Something’s Gotta Give — each time paired with powerful talented co-stars who showcased her unique gifts. She cultivated a persona where it felt like she was someone you would genuinely appreciate as a cherished friend (and I’m guessing her authenticity transcended her acting – like she was that way in real life). She also established herself as a fashion trendsetter (she created basic, timeless looks). She also had design and architectural sensibilities, and became known for renovating and restoring historic homes. She was a true renaissance woman, and her presence will be greatly missed.




There’s a quiet ache that many leaders, visionaries, and givers carry—often hidden behind accomplishments, outward confidence, and even stoicism. It’s the experience of feeling like an option in other people’s lives, while showing up as a constant in theirs. You won’t always be someone’s first call, first thought, or first choice. And while that might sting, it’s also the wake-up call you didn’t know you needed.Because here’s the truth: You are not here to be someone’s option. You are here to be your own priority.
We’ve just lost another musical genius in Brian Wilson — whose legacy is indelible, and whose talents and impact have been compared with Beethoven.


A message that I share with many of my clients is the need to reinvent ourselves periodically; that includes our self-identity, and also how we position ourselves (our “brand”) in the world.


Regular readers of this newsletter know of my passion for optimal wellness, and my own struggles/battles with hormonal and metabolism-related issues for decades. Most of our chronic health conditions can be attributed to our metabolic function and challenges with our immune system as a result. This groundbreaking book pivots on how these issues are a direct result of how well the cells in our body create and use energy. It may be nerdy for some, but the linkages the author connects provide fresh insights and welcome information that helps explain what’s going on — and shares practical tips for how we can better manage the situation.
As a Beatleologist for my entire life (since age 8), I’ve amassed a lot of knowledge about the band members, and thought I’d heard and read just about every fact that anyone could. When I heard about this new book, I was curious to see whether I might learn some new facts that I hadn’t been aware of to this point. After all, hasn’t it all been written by this time? What I liked about the book is that it teases out the nuances of the touching and complex relationship between John and Paul since its inception until Lennon’s untimely passing. Paul wasn’t interviewed by the author, so much of it is speculation, but it’s thought-provoking nonetheless.

As a leader, you are expected to be a source of energy, vision, and inspiration – consistently, always on. Yet, even the most driven leaders encounter moments of apathy—times when the spark dims, the passion wanes, and the weight of responsibilities feels heavier than usual. Here’s how you can break free from apathy and rediscover the energy, creativity, and vitality that spark you up and make you an extraordinary leader.

Turns out the real definition of wealth isn’t how much money you have, but how much freedom and control you have over your time! Dan is a successful serial entrepreneur and founder with several exits, and is also a renowned SaaS coach. In this book he shares insights and tips for how fellow entrepreneurs can scale their business and manage their time. He shares a broad range of practical, easy to implement tips across a broad range of situations — with a systems thinking mindset. I particularly enjoyed a couple of the last chapters in the book on dreaming big (as in having a 10X vision), and what he refers to as a “Buyback Life” with approaches like pre-planning your year ahead of time so the important things are addressed.

I was recently interviewed by host Debra Morrison for this podcast. The community is focused on empowering women over 50, and it pivots around the notion that it’s never too late for women to reinvent themselves and to create impact. Our discussion centered on my journey and insights around innovation and reinvention throughout your life and career.
I recently watched Cathie Woods of ARK Invest do a talk on trends in innovation that are important for investors to pay attention to. Cathie is a top stock picker and founder of the $60B ARK Invest which over the years has made phenomenal returns on her investments in cutting-edge technologies. She and her team have just come out with their “Big Ideas 2025” report which is a deep-dive guide to breakthrough technologies poised to boost productivity dramatically, to revolutionize industries, and to create long-term investment opportunities. It’s a must-read report that centers on transformative change.
Peter Diamandis is an entrepreneur, futurist and a doctor. He’s perhaps best known for being the co-founder and executive chairman of Singularity University, and the founder and chairman of the XPRIZE Foundation. I’m a big fan of his insights.


I’ve been in touch with several of my friends and colleagues in LA in the wake of the recent fires. My friend Stewart Copeland (best known perhaps as the drummer of The Police) tells me his family home and studio were spared; the fire was held back to within 700 yards of their property!
This is a dark comedy mini-series (eight 30-minute episodes in Season 1) starring Ray Romano, Lisa Kudrow, Denis Leary, and Luke Wilson, among others — a strong cast. It pivots around the storyline of three families vying to buy the same house in an upscale LA neighborhood. The series centers on the interactions of the characters, each with challenges going on with their own lives, that they believe the house for sale may help them resolve. But the house holds secrets of its own based on the existing tenants and the back story of their lives. There are a lot of plot twists revealed throughout the series — it’s intriguing and well-acted. I recommend it.
This is a new comedy series focused on a retired professor and widower who finds his calling as an amateur PI when a detective hires him to go undercover inside a San Francisco-based retirement home to help solve a crime. In the process, he becomes an integral member of the community. Ted Danson stars alongside a seasoned cast of veteran character actors. The plot lines are great — well-acted, funny and heartwarming.

First of all, what is a thought leader and why does it matter in the business world?