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5 Navy SEAL Maxims To Help You Work “Smarter, Not Harder”

Former Navy Seal David Sears shares Navy SEAL maxims that can improve your thinking, performance, and productivity.

By |2021-09-07T17:06:07-05:00September 7th, 2021|Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 5 Navy SEAL Maxims To Help You Work “Smarter, Not Harder”

Financial Nihilism and Determining Value with Demetri Kofinas

Demetri Kofinas discusses what roles technology, monetary policy, the 2008 economic crisis, financial nihilism, and mimetic desire play in how we decide where to invest our money.

By |2021-08-25T04:45:40-05:00August 24th, 2021|Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Financial Nihilism and Determining Value with Demetri Kofinas

How to improve investment performance by reducing behavioral investing mistakes

Dr. Daniel Crosby discusses how to improve your investment performance by overcoming some of the behavioral investing mistakes that are so easy for all of us to make

By |2020-03-10T08:14:03-05:00September 30th, 2016|Between Now and Success, Blog-Podcast, Coaching, Investing, Leader Interviews, Podcast, Practice Management|Comments Off on How to improve investment performance by reducing behavioral investing mistakes

How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Ric Edelman talks about this concept of exponential growth and how that impacts the way you should be planning for clients

By |2020-03-10T08:15:41-05:00April 25th, 2016|Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Fintech pioneer discusses the present and future state of being a successful financial advisor

Jud Bergman, the founder of Envestnet, has been at the nexus of every major trend happening in the financial services industry for the past 15 years

By |2020-03-10T08:18:32-05:00October 12th, 2015|Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on Fintech pioneer discusses the present and future state of being a successful financial advisor