Jamie Hopkins on Exit Planning, Training New Advisors, and “Your Retirement Sketchbook”
Jamie Hopkins discusses why business exit planning will be the single greatest organic growth engine over the next 15 years.
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Discussing AI and the future of financial advisory with Dan Haylett of TFP Financial Planning and Alan Smith of Capital Partners.
Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value
Lisa Salvi discusses the current pace of AI innovation and why AI is forcing advisors to redefine their core value proposition.
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.