Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Gayle Colman explains why advisors should pay attention to how the whole body expresses feelings around money.
Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan
Terry Foxworth and his daughter discuss what they learned about themselves and each other on their cross-country bike ride.
Mastering a Growth Mindset with Hightower’s Scott Holsopple
Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.
Building an Interconnected Technology Future with Ainslie Simmonds
Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.
How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman
Antonia Burchman shares how Miracle Mile Advisors responded to their pivot points and paints a path forward for advisory firm leaders.
Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
Pam Perskie discusses how a successful multi-family office operates and the mindset advisors need to work with high-net-worth individuals.
Using Theater and Linguistics Techniques to Train, Educate, and Engage an Audience with Andrew Kaye-Skinner
Andrew Kaye-Skinner on how he taps into his theater and linguistics background to deliver effective education to financial advisors.
A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh
Adding private equity dramatically increases your investment opportunity universe and allows you to more finely tune your asset allocation model.
Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa
An analysis of the effect of adding private real estate to a diversified portfolio in a modern portfolio theory framework.