Ben Jones on His 2,800-Mile Mountain Bike Ride Down the Continental Divide in 43 Days
Ben Jones explores his adventure down The Great Divide Mountain Bike Route and what he learned about planning and perseverance.
The Case for Alternative Investments with Matt Brown
Matt Brown makes a strong case for adding alternative investments to your portfolios.
2 Exciting Podcast Updates
Steve Sanduski shares the launch of 2 new series of episodes. One series is about investing, the other, about "adventure and achievement."
Values-Based Financial Planning with Natalie Taylor
Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.
A Complete Guide to RIA Succession Planning with Paul Blease
Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.
Future Proof Your Advisory Practice with Ric Edelman
A discussion of 5 key areas that are rapidly changing and what financial advisors should be doing right now to embrace them and future proof your practice.
The Complete Guide to Webinar Marketing with Chris Ross
Webinar marketing and digital communication are here to stay. Learn a step-by-step plan to ramp up your digital efforts and add tens of millions of new AUM each year.
My 3 Words Review and My 4 Filters for 2022
I review my 3 words for 2021 and share why I am NOT doing this exercise in 2022 and what I’m doing in its place.
Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy
Ashley Murphy discusses the daily routine that puts him in the right physical, mental, and emotional space to accomplish his goals.