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Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Justin Castelli on why advisors need to learn about Bitcoin and crypto even if they don't think it's right for their clients.

By |2021-09-07T11:15:48-05:00September 7th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

The 4 S’s That Are Driving A New Intangible Economy

Stian Westlake discusses why understanding the characteristics of intangible assets is key for both business leaders and investors.

By |2021-08-11T09:07:35-05:00August 10th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on The 4 S’s That Are Driving A New Intangible Economy

Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Bradley Rettler discusses if Bitcoin can make people happier and why that question is key to appreciating its potential value.

By |2021-08-05T14:01:41-05:00August 5th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

John Hagel on the psychology of fear and how to confront the emotions that are influencing our choices and actions.

By |2021-08-02T14:15:15-05:00August 2nd, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

Chris King of Eaglebrook Advisors discusses a platform that greatly simplifies the process of getting your clients into crypto.

By |2021-07-16T13:55:39-05:00July 16th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

Prof. Jonah Berger on removing barriers and overcoming resistance so that it's easier to take decisive, transformative action.

By |2021-07-14T11:04:49-05:00July 14th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.

By |2021-07-12T16:19:25-05:00July 12th, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Combining Life Planning and Bitcoin with Advisor Jim Crider

A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.

By |2021-07-01T13:05:54-05:00July 1st, 2021|Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Combining Life Planning and Bitcoin with Advisor Jim Crider

Understanding How Stories Drive Financial Behavior

Sarah Newcomb, PhD, discusses why your clients' money stories are key to understanding their motivations and actions.

By |2021-07-01T09:21:24-05:00July 1st, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding How Stories Drive Financial Behavior

The Third Derivative Level of Preparation

Here’s a simple 3-part framework to ensure you are well-prepared for big opportunities that may not go as planned.

By |2021-06-27T16:03:17-05:00June 27th, 2021|Blog-Podcast, Coaching, Growing, Planning, Practice Management|Comments Off on The Third Derivative Level of Preparation