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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

Becoming an Intentionally Human Financial Advisor

Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.

By |2021-06-22T12:24:29-05:00June 22nd, 2021|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Becoming an Intentionally Human Financial Advisor

Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

CoinDesk's David Z. Morris discusses how Bitcoin's symbols and signifiers are revealing and challenging our built-in assumptions about money.

By |2021-06-20T07:29:18-05:00June 17th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

Lessons on Improvising Your Way to Success From a Second City Exec

Kelly Leonard of The Second City discusses how improv can improve your management performance and strengthen your personal relationships.

By |2021-06-15T16:19:21-05:00June 15th, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Lessons on Improvising Your Way to Success From a Second City Exec

My Takeaways from Attending Bitcoin 2021 in Miami

My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.

By |2021-06-11T06:26:58-05:00June 11th, 2021|Blog-Podcast, Conference Reports, Growing, Practice Management|Comments Off on My Takeaways from Attending Bitcoin 2021 in Miami

Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

Mark Casady discusses the intersection of technology and finance as well as the importance of getting the simple things right.

By |2021-06-02T09:08:05-05:00June 2nd, 2021|Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

How Bitcoin Connects with Austrian Economics and Libertarian Politics

Economist Steve Horwitz and financial advisor Jeremy Keil discuss Bitcoin's political and economic potential and limitations.

By |2021-06-10T04:12:27-05:00June 1st, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Connects with Austrian Economics and Libertarian Politics

Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange

Dan Eyre, co-founder of Blockchange, discusses how a new generation of tools is making it much easier for financial advisors to buy, sell, and manage digital assets for clients.

By |2021-05-20T14:22:10-05:00May 20th, 2021|Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange