07/21/2026
๐๐ป ๐ข๐ฝ๐ฒ๐ป ๐๐ฒ๐๐๐ฒ๐ฟ ๐๐ผ ๐๐ฒ๐ฟ๐ฟ๐ ๐๐ฎ๐๐ถ๐ฑ๐๐ฒ (๐ณ๐ฟ๐ผ๐บ ๐๐ฟ๐ผ๐ผ๐ธ)
Recently, Jerry Davidse was honored as a 2026 Advisor to Watch by AdvisorHub.
We (he and I) have a tendency to blow right through these milestones and accomplishments.
This time, however, I wanted to do something different.
I wanted to share my congratulatory note to Jerry with you:
Dear Jerry,
Congratulations on, yet again, another accolade.
I know these are not the reason we get excited to come into the office each day and do great work, but they serve as a great reminder to take a moment to think about what youโve persevered through to this point, what weโve built, and what weโre building.
Personally, I owe much of my career and success to you. Do you have to show up early, stay late, and do the work?
๐ฌ๐ฒ๐, ๐ฐ๐ฒ๐ฟ๐๐ฎ๐ถ๐ป๐น๐.
But when you have a literal front row seat to what that looks like as youโre just starting in the industry, it makes a ๐บ๐ฎ๐๐๐ถ๐๐ฒ ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ฐ๐ฒ. So, thank you.
๐๐ถ๐ฟ๐๐, ๐๐ต๐ฎ๐ป๐ธ ๐๐ผ๐ ๐ณ๐ผ๐ฟ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐ฎ ๐ด๐ฟ๐ฒ๐ฎ๐ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฎ๐ฑ๐๐ถ๐๐ผ๐ฟ.
Being sat outside your office on my first day is the type of luck I will be forever grateful for. While I had the chance to learn from many seasoned advisors, it was your office I kept coming back to for advice.
To me, it was simple.
I heard the conversations you had with your clients. The care in your voice. The attention to detail. The way you distilled complex ideas and strategies into plain-spoken English people could understand and felt comfortable implementing.
That was who I wanted to become.
๐ฆ๐ฒ๐ฐ๐ผ๐ป๐ฑ๐น๐, ๐๐ต๐ฎ๐ป๐ธ ๐๐ผ๐ ๐ณ๐ผ๐ฟ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐ฎ ๐ด๐ฟ๐ฒ๐ฎ๐ ๐บ๐ฒ๐ป๐๐ผ๐ฟ.
While sitting outside your office was a great way to learn, you have given me many, many hours over the years to help me become a better advisor, a better thinker, and a better person.
Now, with kids of my own, you also begin to think of your hopes, dreams, and desires for them.
A major one, for me, is that they find a mentor and a champion for their own careers and passions. It is invaluable and you, in that role, have made a massive difference in my life.
๐๐ฎ๐๐๐น๐, ๐๐ต๐ฎ๐ป๐ธ ๐๐ผ๐ ๐ณ๐ผ๐ฟ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐ฎ ๐ด๐ฟ๐ฒ๐ฎ๐ ๐ฝ๐ฒ๐ฟ๐๐ผ๐ป.
To successfully work with someone day in and day out for years is not an easy task.
There are a few non-negotiable that I feel must exist in order for that to work. Fundamentally, I feel like weโve been aligned from day one on some of those most important building blocks.
Do the right thing. Do the hard thing. Go the extra mile. Put the client first.
Knowing that I could count on you to live these standards each day has allowed us to focus on whatโs most important.
๐๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ฏ๐ฒ๐๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐ฒ๐
๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ฏ๐ฒ๐๐ ๐ณ๐ถ๐ฟ๐บ ๐ถ๐ป ๐๐ฒ๐ฎ๐น๐๐ต ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐.
Thank you for being you every single day.๏ปฟ
Warm regards,
Brook
