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.
New Shore or New Eyes?
Using the dual lens of "new shore or new eyes" will help you make better decisions.
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 [...]
A Holistic Approach to Effective Modern Leadership
Walter Booker, the Chief Operating Officer of MarketCounsel, discusses why leaders have to nurture the qualitative if they want to drive quantitative results.
Bonus Episode: Leading with Purpose with Dennis Morton
On this episode of "Leading with Purpose." Dennis Morton, Jr. discusses developing versatile leadership, seeing blind spots, and building culture.
Adapting Your Leadership Style to Meet the Current Times
Cecile Munoz talks about how her experiences as a Hispanic woman inspired her to create an executive search company that’s redefining leadership.