Practice Management

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.

2021-11-09T08:57:39-06:00By |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.

2021-10-31T15:39:15-05:00By |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.

2021-10-25T09:29:57-05:00By |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?"

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

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

2021-09-27T09:38:07-05:00By |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.

2021-09-23T09:17:33-05:00By |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.

2021-09-07T11:15:48-05:00By |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.

2021-08-11T09:07:35-05:00By |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.

2021-09-29T14:04:48-05:00By |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
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