Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim
The industry has changed over the last four decades, but a constant has been Janine Wertheim's thoughtful, innovative leadership.
A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer
Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.
Combining Life Planning and Bitcoin with Advisor Jim Crider
A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.
Becoming an Intentionally Human Financial Advisor
Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.
How to Attract and Compensate A+ Team Members with Fidelity’s Anand Sekhar
Anand Sekhar discusses multi-faceted compensation strategies that address team members' desires and inspire them to do their best work.
What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock
Jason Lahita and Jimmy Moock discuss how a PR relationship works and how to think about your potential ROI.
Creating a Repeatable Marketing System That Generates Quality Leads
Jeremy Keil discusses how he redesigned his branding, marketing, and interviewing processes to generate a consistent stream of new clients.
Two Podcast Announcements
Steve discusses two changes he's making to his podcasting strategy.
Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech
In part two of my conversation with Marty Bicknell, we discuss what the latest trends in wealthtech mean for financial services.
My Top 11 Podcasts of 2020
Ranking my 11 most popular podcast episodes of 2020 based on downloads in the first 14 days.