5 Resilience Lessons for Thriving Beyond the Pandemic
Guest author Joseph Michelli, Ph.D. shares 5 actionable insights and resilience lessons for thriving beyond the pandemic.
Understanding Bitcoin and busting myths with Adam Blumberg
Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.
More Money or More Time?
What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?
-
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA GalleryMarty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.
Revel in the Pursuit of Mastery
The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.
Random Parts vs. Integrated System
Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes
Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.
New Shore or New Eyes?
Using the dual lens of "new shore or new eyes" will help you make better decisions.
Tiger Woods Shoots a 10 on a Par 3
Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B
I was a guest on this episode of Mindy Diamond on Independence, discussing how the best advisors grow their leadership skills and their businesses.