Leader Interviews

Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold

Jim Gold  shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.

2025-02-04T12:59:44-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold

Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management

Gary Roth and Mike Capelle  share their vision for Modern Wealth Management and why they believe our industry is just hitting its stride.

2025-01-22T08:40:19-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management

How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson

David Newson and I break down how a hypothetical "billion-dollar firm" should coordinate tactics into a growth strategy.

2025-01-07T15:46:31-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson

My 3 Polarities for 2025

For the 11th time, I begin the New Year with a “word” exercise. "My 3 Polarities" are designed to make the New Year my best year yet.

2025-01-01T14:16:56-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on My 3 Polarities for 2025

Helping Clients Thrive: Wealth-Building ‘Permission to Prosper’ Strategies With Dr. Preston Cherry

Dr. Preston Cherry on his new book, Wealth in the Key of Life, and how to bring a little bit of rhythm to your financial planning process.

2024-12-19T09:20:41-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Helping Clients Thrive: Wealth-Building ‘Permission to Prosper’ Strategies With Dr. Preston Cherry

The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Having a well-defined system in place to manage client transitions ensures that clients are well-served and your firm operates efficiently.

2024-12-16T18:42:20-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner

Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.

2024-12-10T12:50:57-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner

Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients

Kendra Wright and I do a deep dive on finding and communicating great copy and put several financial advisor websites under the microscope.

2024-12-10T12:47:28-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients

Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations

Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.

2024-11-26T11:34:01-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations

10 Insights From 10 Years of Podcasting

While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.

2024-11-21T09:06:21-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 10 Insights From 10 Years of Podcasting
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