Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
2,500 Years of Thinking About “How Much is Enough?”
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.
Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.
Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.