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.
Jim Gold shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.
Gary Roth and Mike Capelle share their vision for Modern Wealth Management and why they believe our industry is just hitting its stride.
David Newson and I break down how a hypothetical "billion-dollar firm" should coordinate tactics into a growth strategy.
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.
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.
Having a well-defined system in place to manage client transitions ensures that clients are well-served and your firm operates efficiently.
Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.
Kendra Wright and I do a deep dive on finding and communicating great copy and put several financial advisor websites under the microscope.
Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.
While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.