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Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Bradley Rettler discusses if Bitcoin can make people happier and why that question is key to appreciating its potential value.

By |2021-09-29T14:04:48-05:00August 5th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

John Hagel on the psychology of fear and how to confront the emotions that are influencing our choices and actions.

By |2021-08-02T14:15:15-05:00August 2nd, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

Chris King of Eaglebrook Advisors discusses a platform that greatly simplifies the process of getting your clients into crypto.

By |2021-07-16T13:55:39-05:00July 16th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

Prof. Jonah Berger on removing barriers and overcoming resistance so that it's easier to take decisive, transformative action.

By |2021-07-14T11:04:49-05:00July 14th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.

By |2021-07-12T16:19:25-05:00July 12th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Combining Life Planning and Bitcoin with Advisor Jim Crider

A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.

By |2021-07-01T13:05:54-05:00July 1st, 2021|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Combining Life Planning and Bitcoin with Advisor Jim Crider

Understanding How Stories Drive Financial Behavior

Sarah Newcomb, PhD, discusses why your clients' money stories are key to understanding their motivations and actions.

By |2021-07-01T09:21:24-05:00July 1st, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding How Stories Drive Financial Behavior

Becoming an Intentionally Human Financial Advisor

Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.

By |2021-06-22T12:24:29-05:00June 22nd, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Becoming an Intentionally Human Financial Advisor

Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

CoinDesk's David Z. Morris discusses how Bitcoin's symbols and signifiers are revealing and challenging our built-in assumptions about money.

By |2021-06-20T07:29:18-05:00June 17th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

Lessons on Improvising Your Way to Success From a Second City Exec

Kelly Leonard of The Second City discusses how improv can improve your management performance and strengthen your personal relationships.

By |2021-06-15T16:19:21-05:00June 15th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Lessons on Improvising Your Way to Success From a Second City Exec