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Becoming a Person of Influence with Jon Levy

According to Jon Levy, influence is a by-product of connections, trust, and the sense of community that we share. 

2021-11-22T15:26:39-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Becoming a Person of Influence with Jon Levy

How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin's impact goes way beyond NGU technology. It changes us and the world.

2021-11-09T08:57:39-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Changes You and the World Around Us with Christian Keroles

How to Harness “The Power of Pressure” with Dane Jensen

Dane Jensen on using "The Power of Pressure" in our own lives and businesses as a catalyst for peak performance.

2021-11-02T15:16:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Harness “The Power of Pressure” with Dane Jensen

How to Get the Most Out of Attending a Conference

Ben Jones and Emily Larsen hosted a roundtable discussion with Kathryn Brown, Dennis Morton, and Steve Sanduski at Schwab Impact 2018 to share tips on maximizing your conference attendance.

2021-10-31T15:39:15-05:00By |Blog-Podcast, Conference Reports, Growing, Leader Interviews, Podcast, Practice Management|Comments Off on How to Get the Most Out of Attending a Conference

Bitcoin and Your Practice: Where Does it Fit?

I was invited to speak at the Bitcoin for Advisors conference produced by Coindesk as a member of the FA Advisory Board. My main message as a panelist: Don't wait.

2021-10-25T09:29:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Your Practice: Where Does it Fit?

“Bending Reality” and Realizing Our Full Potential with Victoria Song

Victoria Song discusses how to confront the fears that are boxing us into a limited reality and expand our conception of what's possible.

2021-10-19T16:22:28-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on “Bending Reality” and Realizing Our Full Potential with Victoria Song

Why Buy Bitcoin with Andy Edstrom

In this wide-ranging conversation, Andy Edstrom and I tackle some of the major questions surrounding Bitcoin, including "Why Buy Bitcoin?"

2021-10-18T10:29:34-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Why Buy Bitcoin with Andy Edstrom

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Allen Darby, the CEO of Alaris Acquisitions, on how to increase your profitability and optimize your valuation when it comes time to sell.

2021-10-07T14:10:11-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Equality, Sufficiency, and What is Money with Andrew M. Bailey

Andrew M. Bailey discusses defining and redefining what money is for and what/how much people need to be happy.

2021-09-29T14:03:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Equality, Sufficiency, and What is Money with Andrew M. Bailey