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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.

By |2021-04-01T05:47:27-05:00March 31st, 2021|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.

By |2021-03-31T10:38:06-05:00March 30th, 2021|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.

By |2021-03-17T05:43:18-05:00March 16th, 2021|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.

By |2021-03-16T10:35:01-05:00March 15th, 2021|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.

By |2021-03-05T13:38:53-06:00March 5th, 2021|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.

By |2021-03-15T14:54:46-05:00March 2nd, 2021|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.

By |2021-03-15T14:53:08-05:00March 1st, 2021|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.

By |2021-04-07T16:24:59-05:00February 22nd, 2021|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

The Psychology of High Performance with Michael Gervais

The psychology of high-performance starts with becoming aware of your inner experience. Psychologist Michael Gervais shows us how.

By |2021-03-15T14:54:55-05:00February 18th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on The Psychology of High Performance with Michael Gervais

What is DeFi?

DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.

By |2021-03-15T14:57:08-05:00February 15th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What is DeFi?