Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss
Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
Through the timeless narrative of 'In the Year 2525', Kevin Kelly traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change.
Kenton Cool discusses the mental, physical, and logistical challenges elite climbers have to prepare for and solve.
Kate Murphy discusses how to master the art and science of listening so that you can hear what your clients are really saying.
Dr. Preston Cherry on why it's critical to spend more time on hearing your clients' stories and understanding their experiences around money.