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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.

2021-04-19T15:14:14-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock

Preparing and Perfecting Your Persuasive Presentation with Matt Abrahams

Matt Abrahams discusses how to deliver an engaging presentation that captures attention and leads your audience to take action.

2021-04-14T08:52:36-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Preparing and Perfecting Your Persuasive Presentation with Matt Abrahams

Leveraging the Path of Least Resistance to Running Your Business with Robert Fritz

Humans and businesses perform according to the path of least resistance. Change the path and you change the results.

2021-04-01T05:47:27-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Leveraging the Path of Least Resistance to Running Your Business with Robert Fritz

Bitcoin: Financial Advisors Must Respond to It

I join the Wicked Pissah Podcast and talk to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about Bitcoin and the future of finance.

2021-03-31T10:38:06-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin: Financial Advisors Must Respond to It

Deconstructing Amazon’s Massive Growth by Working Backwards with Bill Carr

Deconstruct then apply Amazon's business practices to manage and grow your business. Former Amazon top executive Bill Carr is our guide.

2021-03-17T05:43:18-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Deconstructing Amazon’s Massive Growth by Working Backwards with Bill Carr

Bitcoin Discussion for Skeptical Financial Advisors

Learning the basics about Bitcoin will allow advisors to answer the most common questions they're going to get from clients.

2021-03-16T10:35:01-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin Discussion for Skeptical Financial Advisors

Reasoning Doesn’t Work

You won't convince someone with better facts. But these 3 strategies will.

2021-03-05T13:38:53-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Reasoning Doesn’t Work

Persuading People with Trish Hall

Trish Hall discusses five key principles of persuasive writing.

2021-03-15T14:54:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Persuading People with Trish Hall

Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.

2021-03-15T14:53:08-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

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.

2021-04-07T16:24:59-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Creating a Repeatable Marketing System That Generates Quality Leads