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A 3-Step Plan to Make Difficult Decisions

As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.

By |2022-05-15T17:54:13-05:00May 15th, 2022|Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on A 3-Step Plan to Make Difficult Decisions

Where’s Your Next Growth Spurt Going to Come From?

What got you here won't get you there. Big decisions arrive at pivot points.

By |2022-04-29T08:27:31-05:00April 28th, 2022|Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Where’s Your Next Growth Spurt Going to Come From?

Decoding Your Emotions to Drive Top-Level Performance

Digging into emotions is uncomfortable for many of us. But advisors who are trained in this type of work will add transformational value.

By |2022-03-03T15:51:04-06:00March 3rd, 2022|Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Decoding Your Emotions to Drive Top-Level Performance

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.

By |2022-02-19T11:59:23-06:00February 17th, 2022|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.

By |2022-01-01T00:44:30-06:00January 1st, 2022|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.

By |2021-11-24T14:20:38-06:00November 24th, 2021|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.

By |2021-11-22T15:45:18-06:00November 22nd, 2021|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.

By |2021-11-09T08:57:39-06:00November 8th, 2021|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

How to Get the Most Out of Attending a Conference

Ben Jones and Emily Larsen hosted a roundtable discussion with Kathryn Brown, Dennis Morton, and Steve Sanduski at Schwab Impact 2018 to share tips on maximizing your conference attendance.

By |2021-10-31T15:39:15-05:00October 31st, 2021|Blog-Podcast, Conference Reports, Growing, Leader Interviews, Podcast, Practice Management|Comments Off on How to Get the Most Out of Attending a Conference

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.

By |2021-10-25T09:29:57-05:00October 25th, 2021|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?