Leader Interviews

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Behavior Change is in Your Head and Your History with Dr. Joy Lere

Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant, on how advisors can facilitate positive behavior change.

2022-06-21T15:09:24-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Behavior Change is in Your Head and Your History with Dr. Joy Lere

Take Charge of You Through Self-Coaching with David Novak

Former Yum! Brands CEO David Novak on self-coaching and practical “dynasty drivers” that led to double-digit growth for 13 consecutive years.

2022-06-08T16:52:20-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Take Charge of You Through Self-Coaching with David Novak

Best Books for Financial Advisors to Deepen Your Self-Awareness

This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.

2022-06-06T15:25:43-05:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Managing, Planning, Practice Management|Comments Off on Best Books for Financial Advisors to Deepen Your Self-Awareness

A Complete Guide to RIA Succession Planning with Paul Blease

Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.

2022-05-31T14:43:41-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on A Complete Guide to RIA Succession Planning with Paul Blease

Love, Mastery, and High Job Performance with Marcus Buckingham

Work and leadership expert Marcus Buckingham says it's time to bring love back into our lives, work, teams, and classrooms.

2022-05-24T13:46:11-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Love, Mastery, and High Job Performance with Marcus Buckingham

How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease

Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.

2022-05-31T09:08:45-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease

Making Difficult Decisions in a Polarized, Politicized, and Culture-War World with Eric Pliner

Eric Pliner discusses the framework he uses to help some of the world's leading CEOs make difficult decisions.

2022-05-11T07:21:19-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Making Difficult Decisions in a Polarized, Politicized, and Culture-War World with Eric Pliner

On Being an Excellent CEO

A comprehensive 4-part series on being an excellent CEO featuring leading CEOs and consultants.

2022-04-26T16:38:11-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on On Being an Excellent CEO

CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact

Seth Streeter discusses why he voluntarily left the CEO role at Mission Wealth for a role that better suits this stage of his life.

2022-04-26T16:14:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact

CEO Excellence: Growing to $15 Billion in AUM Over a 30-Year Career with Scott Hanson

Scott Hanson explains how he adapted his skill set and vision to grow along with his company over a 30-year career.

2022-04-14T16:11:52-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on CEO Excellence: Growing to $15 Billion in AUM Over a 30-Year Career with Scott Hanson