Growing

My 3 Polarities for 2026

I discuss how well I executed on my 3 polarities from 2025 and then reveal my new polarities for 2026.

2026-01-19T12:31:24-06:00By |Between Now and Success, Blog-Podcast, Coaching, Growing, Investing, Leader Interviews, Managing, Podcast|Comments Off on My 3 Polarities for 2026

Celestial Navigation, GPS and the Risk of Outsourcing Your Thinking to AI

Sailing taught me that my dependence on technology wasn’t just helping me, it was also numbing me and outsourcing my thinking.

2026-01-11T16:37:19-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Celestial Navigation, GPS and the Risk of Outsourcing Your Thinking to AI

Michael Nathanson on Scaling Your Firm From Practice to Enterprise and Letting Go to Accelerate Growth

Michael Nathanson shares how to transition from a practice to an enterprise and how  leaders can build enduring firms by distributing power.

2025-09-09T16:43:28-05:00By |Barron's Podcast, Blog-Podcast, Blog/Podcast, Growing, Leader Interviews, Podcast|Comments Off on Michael Nathanson on Scaling Your Firm From Practice to Enterprise and Letting Go to Accelerate Growth

Sandy Kaul on Bitcoin, Stablecoins, Tokenization and the Birth of the Wallet-Based Ecosystem

Sandy Kaul breaks down the skepticism about digital assets and explains the major changes these technologies are bringing to finance.

2025-08-26T13:54:52-05:00By |Barron's Podcast, Blog-Podcast, Blog/Podcast, Growing, Leader Interviews, Podcast|Comments Off on Sandy Kaul on Bitcoin, Stablecoins, Tokenization and the Birth of the Wallet-Based Ecosystem

Sebastian Mallaby on the Fed, Trump, AI, and the Shifting Battle Lines for Financial Power

Sebastian Mallaby discusses how central banks are navigating political pressure, AI, and the influential power of capital.

2025-08-14T10:01:33-05:00By |Barron's Podcast, Blog-Podcast, Blog/Podcast, Growing, Leader Interviews, Podcast|Comments Off on Sebastian Mallaby on the Fed, Trump, AI, and the Shifting Battle Lines for Financial Power

Evan Osnos On What Advisors Need to Know About the New Gilded Age

Evan Osnos describes how the ultrawealthy are building fortresses of protection from a world they no longer trust.

2025-07-29T12:12:08-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Evan Osnos On What Advisors Need to Know About the New Gilded Age

Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios

Edward Fishman discusses key financial chokepoints, including sanctions, export controls, tech wars, and digital currencies.

2025-07-16T06:34:33-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios

Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor

Robert D. Kaplan explains how advisors can gain the geopolitical perspective they need to build durable portfolios and client narratives.

2025-07-01T11:58:14-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor

Dr. Daniel Crosby on Why Facts Don’t Change Investor Behavior and Finding “The Soul of Wealth”

Daniel Crosby explores persuasion and decision-making and how advisors can help clients feel more positive about their financial plans.

2025-06-18T09:49:01-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Dr. Daniel Crosby on Why Facts Don’t Change Investor Behavior and Finding “The Soul of Wealth”

David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation

David DeVoe  shares why the RIA M&A wave is still going strong and could continue for another five-to-seven years.

2025-06-03T13:08:50-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation
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