Amazon founder Jeff Bezos said one of the keys to building his company was to focus on what won’t change over the next 10 years and then put all their energy behind making long-term investments in those areas
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
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
Millennial advisor Andrew Jones shares his best advice for studying and passing the CFP® exam
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
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
Doug Lennick discusses how the value delivered by financial advisors has morphed over time
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
Dan Moisand shares his perspective on how the industry has changed and steps advisors can take to improve their value
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