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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

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.

By |2021-06-02T09:08:05-05:00June 2nd, 2021|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.

By |2021-06-10T04:12:27-05:00June 1st, 2021|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.

By |2021-05-20T14:22:10-05:00May 20th, 2021|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

Separating Harmful and “Useful Delusions” with Shankar Vedantam

Shankar Vedantam discusses how some delusions may help us successfully navigate our lives, our relationships, and our businesses.

By |2021-05-19T12:03:01-05:00May 19th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Separating Harmful and “Useful Delusions” with Shankar Vedantam

What It Takes to Be a World-Class Performer with 4-Time Olympian Lauryn Williams

Olympian and financial advisor Lauryn Williams discusses how she responded to setbacks and refocused on the next goal.

By |2021-05-18T18:44:49-05:00May 11th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What It Takes to Be a World-Class Performer with 4-Time Olympian Lauryn Williams

How to Attract and Compensate A+ Team Members with Fidelity’s Anand Sekhar

Anand Sekhar discusses multi-faceted compensation strategies that address team members' desires and inspire them to do their best work.

By |2021-05-10T16:41:58-05:00May 10th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Attract and Compensate A+ Team Members with Fidelity’s Anand Sekhar

A Philosophical Conversation About Bitcoin with Professor Craig Warmke

Craig Warmke and I discuss Bitcoin, philosophy, fiscal policy, economics, computer science, game theory, and the meaning of money.

By |2021-05-06T14:59:35-05:00May 6th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Philosophical Conversation About Bitcoin with Professor Craig Warmke