My 3 Words for 2024
For the ninth time, I begin the New Year with My 3 Words, carefully chosen to remind, motivate, and guide me towards my best year yet.
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
Connor Sung explains how platforms like eMoney are evolving to support more nuanced and individualized planning conversations.
The Financial Advisor’s Guide to Planning and Hosting a High-End Wine Tasting Event with Rian Hill
Rian Hill and I discuss how to plan a first-class wine tasting event, from varietals and food pairings to choosing a venue and music.
Suzanne Peterson On How To Be An Admired Leader That Gets Results
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months
James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine.
Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan
John Wernz and I use a GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify action steps.
Why People Plateau
People rise to their level of comfort then often switch from growth mode to maintenance mode.
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.