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5 Resilience Lessons for Thriving Beyond the Pandemic

Guest author Joseph Michelli, Ph.D. shares 5 actionable insights and resilience lessons for thriving beyond the pandemic.

By |2020-12-24T12:43:00-06:00December 16th, 2020|Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on 5 Resilience Lessons for Thriving Beyond the Pandemic

Understanding Bitcoin and busting myths with Adam Blumberg

Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.

By |2020-12-14T14:02:37-06:00December 14th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding Bitcoin and busting myths with Adam Blumberg

More Money or More Time?

What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?

By |2020-12-09T12:32:46-06:00December 9th, 2020|Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on More Money or More Time?

Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.

By |2020-12-09T11:43:04-06:00December 7th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Revel in the Pursuit of Mastery

The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.

By |2020-12-07T12:16:30-06:00December 7th, 2020|Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Revel in the Pursuit of Mastery

Random Parts vs. Integrated System

Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.

By |2020-12-03T09:17:06-06:00December 3rd, 2020|Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Random Parts vs. Integrated System

Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes

Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.

By |2020-11-30T13:51:37-06:00November 30th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes

New Shore or New Eyes?

Using the dual lens of "new shore or new eyes" will help you make better decisions.

By |2020-11-27T06:05:48-06:00November 27th, 2020|Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on New Shore or New Eyes?

Tiger Woods Shoots a 10 on a Par 3

Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.

By |2020-11-16T14:52:34-06:00November 16th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Tiger Woods Shoots a 10 on a Par 3

Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B

I was a guest on this episode of Mindy Diamond on Independence, discussing how the best advisors grow their leadership skills and their businesses.

By |2020-11-23T11:06:19-06:00November 16th, 2020|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B