How to Design a “Day 1” Advisory Firm That Endures for Decades
Dennis Morton and Katie Brown discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys"
How Barron’s Top Advisors Stay at the Top
A master class from Sterling Shea on how to revamp your business and thrive as a world-class financial advisor, taught by someone who literally writes the book on where our industry is going and how the best of the best stay at the top.
Creating Sustainable Value in a Fast-Tech World
Brie Williams explores some of the key drivers you need to put in place to build a sustainable business in our fast-paced world where things are changing all the time
Build Your Business Around An Enduring Idea
Amazon founder Jeff Bezos said one of the keys to building his company was to focus on what won’t change over the next 10 years and then put all their energy behind making long-term investments in those areas
How to Make Capitalism Work for Everybody
Anthony Scaramucci and I talk about capitalism. We discuss what works, what’s not working, and what would it take for our country to evolve capitalism so it helps all Americans live the American dream
5 Steps to Raising $90 Million in New AUM a Year Through Seminars
Bill Keen details the 5-step process he used to perfect his seminars. Yes, there’s more to it than just slapping together a good PowerPoint
A Millennial Advisor’s Tips for How to Pass the CFP® Certification Program
Millennial advisor Andrew Jones shares his best advice for studying and passing the CFP® exam
The Marketing Strategies That Delivered $6 Billion in Organic AUM Growth in 3 Years
A deep dive on marketing with David Bach, with a focus on seminars and the kind of storytelling David uses to connect with prospects and grow great businesses
“Non-Obvious” Trends That Could Shape the Future of Your Advisory Firm
Rohit Bhargava discusses some key trends from the 2019 edition of “Non-Obvious” that financial advisors are going to want to pay special attention to
The 4 Words That Describe the Value Financial Advisors Deliver
Doug Lennick discusses how the value delivered by financial advisors has morphed over time