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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?

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?"

By |2021-10-18T10:29:34-05:00October 18th, 2021|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.

By |2021-09-29T14:03:54-05:00September 29th, 2021|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.

By |2021-09-27T09:38:07-05:00September 23rd, 2021|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.

By |2021-09-23T09:17:33-05:00September 21st, 2021|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

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