Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Amy Koenig explains how financial advisors can integrate systems into their practices that align all of their processes.
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick
Shannon Warwick and I dive deep into the topic of reducing stress in our lives - something that I believe is crucial for everyone.
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
Matt Ackermann and Andree Mohr discuss how famous musicians hone their craft and apply those lessons to what we do as advisors.
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
Tom Rieman explores three themes that are crucial to success: organic growth; bridging the advice-experience gap, and an ideal advice experience.
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
Devin Martin on harnessing the power of mindfulness, emotional diversification, and self-inquiry to create a life of profound transformation.
Mastering “The Language of Referrals” to Drive Organic Growth with Bill Cates
Bill Cates offers actionable specifics on how to set the stage for referrals and create the mindset that attracts referrals consistently.
How Concierge Wealth Management Services Can Improve Your Clients’ Return on Life with Alex Miele
A conversation about providing world-class, human-to-human service with top advisor Alex Miele from an ROL Advisor Learning Hour session.
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone
Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering and human services.
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Benjamin Brandt discusses his podcast marketing funnel, his unique approach to accepting and onboarding new clients, and leveraging tech.
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm
Matt Reiner returns to discuss his entrepreneurial journey and the broader implications of technology and AI in financial advising.