Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
Nikki Henderson on life transitions, paradoxes and polarities in leadership, and decision-making under pressure and uncertainty.
My 3 Polarities for 2025
For the 11th time, I begin the New Year with a “word” exercise. "My 3 Polarities" are designed to make the New Year my best year yet.
Helping Clients Thrive: Wealth-Building ‘Permission to Prosper’ Strategies With Dr. Preston Cherry
Dr. Preston Cherry on his new book, Wealth in the Key of Life, and how to bring a little bit of rhythm to your financial planning process.
The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor
Having a well-defined system in place to manage client transitions ensures that clients are well-served and your firm operates efficiently.
Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients
Kendra Wright and I do a deep dive on finding and communicating great copy and put several financial advisor websites under the microscope.
10 Insights From 10 Years of Podcasting
While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers.
The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm
Systematizing your office is essential for efficiency, delivering exceptional client service, and sustaining growth.
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 – 100 Qualified Leads a Month
Dave Zoller and I discuss how advisors can get started with YouTube marketing or optimize their existing channels.