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Make 3 Bold Moves

By making bold moves from a position of strength, you increase your company's resiliency and create space to respond powerfully to crises.

2022-02-19T11:59:23-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Make 3 Bold Moves

My 3 Words Review and My 4 Filters for 2022

I review my 3 words for 2021 and share why I am NOT doing this exercise in 2022 and what I’m doing in its place.

2022-01-01T00:44:30-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on My 3 Words Review and My 4 Filters for 2022

Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy

Ashley Murphy discusses the daily routine that puts him in the right physical, mental, and emotional space to accomplish his goals.

2021-11-24T14:20:38-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy

Bitcoin is Big Tent Money with Matt Hanzelka

Matt Hanzelka discusses the questions and responsibilities that Bitcoiners could face if Bitcoin's potential comes to fruition.

2021-11-22T15:45:18-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Big Tent Money with Matt Hanzelka

How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin's impact goes way beyond NGU technology. It changes us and the world.

2021-11-09T08:57:39-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin and Your Practice: Where Does it Fit?

I was invited to speak at the Bitcoin for Advisors conference produced by Coindesk as a member of the FA Advisory Board. My main message as a panelist: Don't wait.

2021-10-25T09:29:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Your Practice: Where Does it Fit?

Why Buy Bitcoin with Andy Edstrom

In this wide-ranging conversation, Andy Edstrom and I tackle some of the major questions surrounding Bitcoin, including "Why Buy Bitcoin?"

2021-10-18T10:29:34-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Why Buy Bitcoin with Andy Edstrom

Equality, Sufficiency, and What is Money with Andrew M. Bailey

Andrew M. Bailey discusses defining and redefining what money is for and what/how much people need to be happy.

2021-09-29T14:03:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Equality, Sufficiency, and What is Money with Andrew M. Bailey

Become a First Rate You and Not a Second Rate Copy of Someone Else

Take some time and really explore what makes you—you. And then step on the gas and do more of that.

2021-09-27T09:38:07-05:00By |Blog-Podcast, Coaching, Growing, Planning, Practice Management|Comments Off on Become a First Rate You and Not a Second Rate Copy of Someone Else

Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

The industry has changed over the last four decades, but a constant has been Janine Wertheim's thoughtful, innovative leadership.

2021-09-23T09:17:33-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim