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Bitcoin: Financial Advisors Must Respond to It

I join the Wicked Pissah Podcast and talk to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about Bitcoin and the future of finance.

2021-03-31T10:38:06-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin: Financial Advisors Must Respond to It

Deconstructing Amazon’s Massive Growth by Working Backwards with Bill Carr

Deconstruct then apply Amazon's business practices to manage and grow your business. Former Amazon top executive Bill Carr is our guide.

2021-03-17T05:43:18-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Deconstructing Amazon’s Massive Growth by Working Backwards with Bill Carr

Bitcoin Discussion for Skeptical Financial Advisors

Learning the basics about Bitcoin will allow advisors to answer the most common questions they're going to get from clients.

2021-03-16T10:35:01-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin Discussion for Skeptical Financial Advisors

Reasoning Doesn’t Work

You won't convince someone with better facts. But these 3 strategies will.

2021-03-05T13:38:53-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Reasoning Doesn’t Work

Persuading People with Trish Hall

Trish Hall discusses five key principles of persuasive writing.

2021-03-15T14:54:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Persuading People with Trish Hall

Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.

2021-03-15T14:53:08-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

Creating a Repeatable Marketing System That Generates Quality Leads

Jeremy Keil discusses how he redesigned his branding, marketing, and interviewing processes to generate a consistent stream of new clients.

2021-04-07T16:24:59-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Creating a Repeatable Marketing System That Generates Quality Leads

The Psychology of High Performance with Michael Gervais

The psychology of high-performance starts with becoming aware of your inner experience. Psychologist Michael Gervais shows us how.

2021-03-15T14:54:55-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on The Psychology of High Performance with Michael Gervais

What is DeFi?

DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.

5 Keys to Becoming a Better Storyteller

Engaging storytelling is your best path to becoming influential.

2021-02-13T09:44:27-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on 5 Keys to Becoming a Better Storyteller