Jamie Hopkins on Exit Planning, Training New Advisors, and “Your Retirement Sketchbook”
Jamie Hopkins discusses why business exit planning will be the single greatest organic growth engine over the next 15 years.
Jason Early of RISR on How to Attract, Win, and Serve Business Owner Clients
Jason Early on how financial advisors can find and work with business owners, who are some of the best possible clients advisors can have.
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Discussing AI and the future of financial advisory with Dan Haylett of TFP Financial Planning and Alan Smith of Capital Partners.
Liz Ann Sonders on AI, the “Temperamental Era” of Inflation, and the End of the Traditional Investment Cycle
Liz Ann Sonders explores the forces redefining investment, from the rapid pace of tech advancement to ongoing war in the Middle East.
Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value
Lisa Salvi discusses the current pace of AI innovation and why AI is forcing advisors to redefine their core value proposition.
Go with the Flow: Robert Crossley on How Neobrokers, Wallets, and Generational Divides Are Rewriting the Rules of Retirement Planning
Robert Crossley digs into Franklin Templeton’s massive new research on retirement and discusses what's reshaping the retirement ecosystem.
Zoo-Fed Bears Don’t Get Equity. Andy Schwartz on Building a Performance Culture That Wins
Andy Schwartz on how he plans to scale a $15 billion firm even as the bottom might be “falling out” for financial services.
Stan Gregor on Scaling Through the “Messy Middle,” the Inevitability of Consolidation, and Passing the “Sunday Factor” Test for Successful Partnerships
Stan Gregor breaks down the specific structural and leadership changes required to scale through the "messy middle."
Ric Edelman on the Distruptor’s Mindset, Why the 60/40 Portfolio is Dead, Bitcoin, and Financial Planning as People Live to 100+
Ric Edelman and I have a wide-ranging conversation  about what it really means to serve clients in a world that's changing rapidly.
From Advisor to Owner to Investor: How Firms Really Scale
I was interviewed on Dave Zoller's show to discuss how to run your business as if you were the investor in it, not the owner-operator.