Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
It's about cultivating the soil that allows organic growth to thrive.
What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.
5 tough decisions that you’ll inevitably face as an advisory firm leader. How you respond will determine the growth trajectory of your firm.
Why adding "making commitments" to your goal-setting process is a more effective way to achieve what's most important to you.
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.
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.