Leader Interviews

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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.

2023-03-14T15:13:23-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman

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.

2023-03-08T18:19:09-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson

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.

2023-03-07T10:42:13-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan

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.

2023-03-01T09:36:13-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Mastering a Growth Mindset with Hightower’s Scott Holsopple

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.

2023-02-22T09:15:01-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Building an Interconnected Technology Future with Ainslie Simmonds

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.

2023-02-14T10:30:08-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman

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.

2023-02-06T15:10:01-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie

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.

2023-01-30T11:37:11-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Using Theater and Linguistics Techniques to Train, Educate, and Engage an Audience with Andrew Kaye-Skinner

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.

2023-01-20T14:41:31-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

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.

2023-01-14T06:17:25-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa