My Top 11 Podcasts of 2020
Ranking my 11 most popular podcast episodes of 2020 based on downloads in the first 14 days.
My 3 Words for 2021
The idea is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2021 your best year ever.
Understanding Bitcoin and busting myths with Adam Blumberg
Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes
Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.
Tiger Woods Shoots a 10 on a Par 3
Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B
I was a guest on this episode of Mindy Diamond on Independence, discussing how the best advisors grow their leadership skills and their businesses.
Going Down the Rabbit Hole
Bitcoin is on the cusp of another explosion in the public consciousness. Various technological, financial, economic, political, and social factors are coming together in a way that is ideally suited for bitcoin.
Bitcoin, MMT, and the Narratives That Shape Our Behavior
Nathaniel Whittemore discusses how understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward.
How to Grow to $1 Billion in AUM and Beyond
In a Nutshell: The top 20% of RIAs aren't just [...]