Zoo-Fed Bears Don’t Get Equity. Andy Schwartz on Building a Performance Culture That Wins
Andy Schwartz on how he plans to scale a $15 billion firm even as the bottom might be “falling out” for financial services.
From Advisor to Owner to Investor: How Firms Really Scale
I was interviewed on Dave Zoller's show to discuss how to run your business as if you were the investor in it, not the owner-operator.
My 3 Polarities for 2026
I discuss how well I executed on my 3 polarities from 2025 and then reveal my new polarities for 2026.
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.