Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Mona Sobhani shares her personal journey of transformation and explains how she learned to open herself up to new possibilities.
The Financial Advisor’s Guide to Planning and Hosting a High-End Wine Tasting Event with Rian Hill
Rian Hill and I discuss how to plan a first-class wine tasting event, from varietals and food pairings to choosing a venue and music.
Suzanne Peterson On How To Be An Admired Leader That Gets Results
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
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.
Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.