Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free.
ChatGPT and I Recorded a Podcast
I connected ChatGPT to a text to speech AI from ElevenLabs named Rachel. She graciously answered my questions to showcase some of AI's capabilities.
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Dan Haylett and I discuss human-focused financial planning and what a high level of personalized service looks like.
Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
There's much more to organic growth than "let's do more marketing and get more referrals."
Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms
Leslie Tabor discusses the four pillars that Charles Schwab is using to help RIAs build more diverse cultures.
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Gayle Colman explains why advisors should pay attention to how the whole body expresses feelings around money.
Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan
Terry Foxworth and his daughter discuss what they learned about themselves and each other on their cross-country bike ride.
Mastering a Growth Mindset with Hightower’s Scott Holsopple
Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.
Building an Interconnected Technology Future with Ainslie Simmonds
Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.