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Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.

2023-09-13T13:26:22-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.

2023-08-22T08:25:50-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

2,500 Years of Thinking About “How Much is Enough?”

What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.

2023-08-09T07:56:06-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 2,500 Years of Thinking About “How Much is Enough?”

To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.

2023-05-16T11:09:33-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

3 Ways to Cultivate an Organic Growth Culture

It's about cultivating the soil that allows organic growth to thrive.

2023-04-22T07:19:57-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 3 Ways to Cultivate an Organic Growth Culture

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.

2023-04-08T12:04:39-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

5 Tough Decisions RIA Leaders Avoid That Hold Them Back

5 tough decisions that you’ll inevitably face as an advisory firm leader. How you respond will determine the growth trajectory of your firm.

2023-02-02T06:53:56-06:00By |Blog-Podcast, Coaching, Growing, Personal Development, Planning|Comments Off on 5 Tough Decisions RIA Leaders Avoid That Hold Them Back

How to Add Making Commitments to Your Goal-Setting Process

Why adding "making commitments" to your goal-setting process is a more effective way to achieve what's most important to you.

2023-01-16T12:37:37-06:00By |Blog-Podcast, Coaching, Growing, Personal Development, Planning|Comments Off on How to Add Making Commitments to Your Goal-Setting Process

10 Key Ideas From My Top Podcasts of 2022

Pick one or two ideas from my top podcasts of 2022 that really resonate with you and then go all in on making them happen this year.

2023-01-05T13:06:40-06:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Managing, Personal Development, Planning, Practice Management|Comments Off on 10 Key Ideas From My Top Podcasts of 2022

My 3 Words for 2023

For the eighth time, I begin the New Year with My 3 Words, chosen to remind, motivate, and guide me on my road to my best year yet.

2022-12-31T18:42:43-06:00By |Blog-Podcast, Coaching, Growing, Leader Interviews, Personal Development, Planning|Comments Off on My 3 Words for 2023