Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.
Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral
Mark McGrath talks about the powerful story he shared in a viral tweet and how he uses social media to connect and turn clicks into clients.
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
Kevin Kelly Explores ‘In the Year 2525’, Tech, Longevity, and Advice for Living
Through the timeless narrative of 'In the Year 2525', Kevin Kelly traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change.
Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free.
To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
Kenton Cool: 16-Time Everest Summiteer on Life, Death, Leadership, and High-Performance
Kenton Cool discusses the mental, physical, and logistical challenges elite climbers have to prepare for and solve.
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Dan Haylett and I discuss human-focused financial planning and what a high level of personalized service looks like.
Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
There's much more to organic growth than "let's do more marketing and get more referrals."