Building an Authentic Brand Around His Personal Passion of Being an “Everyday Explorer” with Josh Self
Josh Self explains how "Financial life planning for the explorer living out their bucket list" became the organizing principle of his firm.
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
Steve and Amy Koenig on how to transition existing clients to another advisor so the clients stay and there's no drop in service.
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab’s Lisa Salvi
Lisa Salvi and I discuss Schwab's 2024 Benchmarking Study, paying particular attention to five Guiding Principles for Advisory Firm Success.
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
Erin Scannell shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing.
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients’ Money Flashpoints
Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Amy Koenig explains how financial advisors can integrate systems into their practices that align all of their processes.
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick
Shannon Warwick and I dive deep into the topic of reducing stress in our lives - something that I believe is crucial for everyone.
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
Matt Ackermann and Andree Mohr discuss how famous musicians hone their craft and apply those lessons to what we do as advisors.
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
Tom Rieman explores three themes that are crucial to success: organic growth; bridging the advice-experience gap, and an ideal advice experience.
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
Devin Martin on harnessing the power of mindfulness, emotional diversification, and self-inquiry to create a life of profound transformation.