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To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.

2023-05-16T11:09:33-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

3 Ways to Cultivate an Organic Growth Culture

It's about cultivating the soil that allows organic growth to thrive.

2023-04-22T07:19:57-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 3 Ways to Cultivate an Organic Growth Culture

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.

2023-04-08T12:04:39-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

10 Key Ideas From My Top Podcasts of 2022

Pick one or two ideas from my top podcasts of 2022 that really resonate with you and then go all in on making them happen this year.

2023-01-05T13:06:40-06:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Managing, Personal Development, Planning, Practice Management|Comments Off on 10 Key Ideas From My Top Podcasts of 2022

You Don’t “Conquer” a Mountain

Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.

2022-11-24T10:31:46-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on You Don’t “Conquer” a Mountain

Paul McCartney at 80 and the Passing of Time

Paul McCartney is a shining example of living a full life.

2022-06-18T11:53:16-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Paul McCartney at 80 and the Passing of Time

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

The Rule of 40% for Financial Advisors

Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.

2022-06-03T07:37:46-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on The Rule of 40% for Financial Advisors