Certificate of OverhearingNo. 0117
The wedding is fine. It's just not a Q4 priority.
Overheard: Midtown elevator
Est. by eavesdropping · Members: everyone within earshot
The finest things ever said near money.
Anonymous dispatches from branch meetings, client reviews, steakhouse dinners and the drive home — collected in the field, published with discretion. A newsletter is in the works.
No spam. No cold calls. Your identity is our least liquid asset.
Selected holdings
Verified by vibes onlyCertificate of OverhearingNo. 0203
We don't say we lost money. We say tuition.
Overheard: Steakhouse, private room
Certificate of OverhearingNo. 0342
He diversified into feelings. Huge mistake.
Overheard: Charity gala, coat check
Certificate of OverhearingNo. 0388
Just tell him it's a balanced portfolio. He doesn't know what that means.
Overheard: Branch meeting, Midwest
Certificate of OverhearingNo. 0401
Compliance removed the only sentence anyone would have read.
Overheard: RIA, six advisors, open plan
Certificate of OverhearingNo. 0447
He wants to retire at 55 with four hundred thousand and a boat. I built the plan anyway.
Overheard: Client review, second one that week
Heard something? That's a reportable event.
Our research desk is powered entirely by field contributions. If someone near you has said something extraordinary about money — at the branch meeting, at the client review, at a closing dinner that went long — we would like to enter it into the record.
All submissions are anonymous, and deliberately so. We do not ask for your name. We do not ask for your email. There is no direct-message channel, which is not an oversight — it is the single most important design decision on this website, and Article 1 of our standard explains why.
Names, firms, and identifying details are redacted with rather more rigor than other institutions apply to their fee disclosures.
For partners of the firm.
A select number of brands sponsor our dispatches each quarter. Our audience advises on money, sells to the people who advise on money, or supervises both — and screenshots things about all of it at an institutional scale.
Roughly 283,000 client-facing advisors exist in the United States. That number has grown 0.2% in a decade. It is not an audience that gets bigger. It only gets harder to reach.