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Stop Copying

Everyone knows Elvis. Nobody knows the best Elvis impersonator. Be you.

2021-02-09T09:30:07-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Stop Copying

Tell Me a Story

Annette Simmons discusses how to find, develop, and tell stories that connect with and persuade people.

WallStreetBets, Populism, and Dopamine

WallStreetBets is sending another signal that there’s a generational change happening in the financial markets and in society as a whole.

2021-02-03T15:03:43-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on WallStreetBets, Populism, and Dopamine

Bitcoin is Digital Social Justice

Tyrone Ross on how Bitcoin is, among other things, an onramp to the financial system.

2021-03-15T14:56:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Digital Social Justice

Deflation and the End of Fiat

The first couple of Bitcoin, Pierre and Morgen Rochard, discuss the role of Bitcoin in a new monetary world.

2021-03-15T14:56:46-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Deflation and the End of Fiat

Two Podcast Announcements

Steve discusses two changes he's making to his podcasting strategy.

2021-01-25T17:10:13-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Two Podcast Announcements

Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Professor Stephanie Kelton challenges us to view federal deficit spending as a way to balance the economy so that prosperity is broadly shared.

2021-03-15T14:55:13-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

In part two of my conversation with Marty Bicknell, we discuss what the latest trends in wealthtech mean for financial services.

2021-01-11T15:18:01-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

My Top 11 Podcasts of 2020

Ranking my 11 most popular podcast episodes of 2020 based on downloads in the first 14 days.

2021-01-11T17:25:04-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on My Top 11 Podcasts of 2020

How Technology and Longevity Are Changing the Nature of Financial Advice

Technology and longevity are converging to create new opportunities for advisors who are prepared to move beyond traditional planning.

2021-03-15T14:55:14-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Technology and Longevity Are Changing the Nature of Financial Advice