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Values-Based Financial Planning with Natalie Taylor

Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.

2022-06-22T13:01:20-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Values-Based Financial Planning with Natalie Taylor

Behavior Change is in Your Head and Your History with Dr. Joy Lere

Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant, on how advisors can facilitate positive behavior change.

2022-06-21T15:09:24-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Behavior Change is in Your Head and Your History with Dr. Joy Lere

Paul McCartney at 80 and the Passing of Time

Paul McCartney is a shining example of living a full life.

2022-06-18T11:53:16-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Paul McCartney at 80 and the Passing of Time

Take Charge of You Through Self-Coaching with David Novak

Former Yum! Brands CEO David Novak on self-coaching and practical “dynasty drivers” that led to double-digit growth for 13 consecutive years.

2022-06-08T16:52:20-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Take Charge of You Through Self-Coaching with David Novak

Best Books for Financial Advisors to Deepen Your Self-Awareness

This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.

2022-06-06T15:25:43-05:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Managing, Planning, Practice Management|Comments Off on Best Books for Financial Advisors to Deepen Your Self-Awareness

The Rule of 40% for Financial Advisors

Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.

2022-06-03T07:37:46-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on The Rule of 40% for Financial Advisors

A Complete Guide to RIA Succession Planning with Paul Blease

Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.

2022-05-31T14:43:41-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on A Complete Guide to RIA Succession Planning with Paul Blease

Love, Mastery, and High Job Performance with Marcus Buckingham

Work and leadership expert Marcus Buckingham says it's time to bring love back into our lives, work, teams, and classrooms.

2022-05-24T13:46:11-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Love, Mastery, and High Job Performance with Marcus Buckingham

How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease

Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.

2022-05-31T09:08:45-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease

A 3-Step Plan to Make Difficult Decisions

As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.

2022-05-15T17:54:13-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on A 3-Step Plan to Make Difficult Decisions