Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.