Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss
Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
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.
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.
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.