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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.

2021-07-14T11:04:49-05:00By |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.

2021-07-12T16:19:25-05:00By |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.

2021-07-01T13:05:54-05:00By |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.

2021-07-01T09:21:24-05:00By |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.

2021-06-22T12:24:29-05:00By |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.

2021-06-20T07:29:18-05:00By |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.

2021-06-15T16:19:21-05:00By |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

Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

Mark Casady discusses the intersection of technology and finance as well as the importance of getting the simple things right.

2021-06-02T09:08:05-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

How Bitcoin Connects with Austrian Economics and Libertarian Politics

Economist Steve Horwitz and financial advisor Jeremy Keil discuss Bitcoin's political and economic potential and limitations.

2021-06-10T04:12:27-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Connects with Austrian Economics and Libertarian Politics

Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange

Dan Eyre, co-founder of Blockchange, discusses how a new generation of tools is making it much easier for financial advisors to buy, sell, and manage digital assets for clients.

2021-05-20T14:22:10-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange