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Deflation and the End of Fiat

The first couple of Bitcoin, Pierre and Morgen Rochard, discuss the role of Bitcoin in a new monetary world.

By |2021-01-25T14:44:26-06:00January 25th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Deflation and the End of Fiat

Two Podcast Announcements

Steve discusses two changes he's making to his podcasting strategy.

By |2021-01-25T17:10:13-06:00January 25th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Two Podcast Announcements

Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Professor Stephanie Kelton challenges us to view federal deficit spending as a way to balance the economy so that prosperity is broadly shared.

By |2021-01-20T06:16:16-06:00January 20th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

In part two of my conversation with Marty Bicknell, we discuss what the latest trends in wealthtech mean for financial services.

By |2021-01-11T15:18:01-06:00January 11th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

My Top 11 Podcasts of 2020

Ranking my 11 most popular podcast episodes of 2020 based on downloads in the first 14 days.

By |2021-01-11T17:25:04-06:00January 8th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on My Top 11 Podcasts of 2020

How Technology and Longevity Are Changing the Nature of Financial Advice

Technology and longevity are converging to create new opportunities for advisors who are prepared to move beyond traditional planning.

By |2021-01-18T14:07:26-06:00January 7th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Technology and Longevity Are Changing the Nature of Financial Advice

My 3 Words for 2021

The idea is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2021 your best year ever.

By |2020-12-31T14:48:45-06:00January 1st, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on My 3 Words for 2021

Understanding Bitcoin and busting myths with Adam Blumberg

Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.

By |2020-12-14T14:02:37-06:00December 14th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding Bitcoin and busting myths with Adam Blumberg

Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.

By |2020-12-09T11:43:04-06:00December 7th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes

Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.

By |2020-11-30T13:51:37-06:00November 30th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes