How to Make Capitalism Work for Everybody
Anthony Scaramucci and I talk about capitalism. We discuss what works, what’s not working, and what would it take for our country to evolve capitalism so it helps all Americans live the American dream
5 Steps to Raising $90 Million in New AUM a Year Through Seminars
Bill Keen details the 5-step process he used to perfect his seminars. Yes, there’s more to it than just slapping together a good PowerPoint
A Millennial Advisor’s Tips for How to Pass the CFP® Certification Program
Millennial advisor Andrew Jones shares his best advice for studying and passing the CFP® exam
The Marketing Strategies That Delivered $6 Billion in Organic AUM Growth in 3 Years
A deep dive on marketing with David Bach, with a focus on seminars and the kind of storytelling David uses to connect with prospects and grow great businesses
“Non-Obvious” Trends That Could Shape the Future of Your Advisory Firm
Rohit Bhargava discusses some key trends from the 2019 edition of “Non-Obvious” that financial advisors are going to want to pay special attention to
The 4 Words That Describe the Value Financial Advisors Deliver
Doug Lennick discusses how the value delivered by financial advisors has morphed over time
Using Your Relationship to Money as a Path to Personal and Professional Growth
Brent Kessel's unique path through life and personal passions have had a big influence on how he runs his firm. We discussed how that confluence has helped to make Abacus stand out from the crowd
How to Keep Evolving the Value You Deliver to Clients
Dan Moisand shares his perspective on how the industry has changed and steps advisors can take to improve their value
My 3 Words for 2019
The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2019 your best year ever
My 10 Most Popular Podcasts of 2018
Life-centered planning, improving client behavior, and the client experience are some of the hot topics in my 10 most popular podcasts of 2018