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.
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.
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.
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.
3 Ways to Cultivate an Organic Growth Culture
It's about cultivating the soil that allows organic growth to thrive.
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.
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.
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.
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.
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.