Subscribe and listen to my new podcast that I'm hosting for Barron's Advisor.
What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?
The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.
Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.
Using the dual lens of "new shore or new eyes" will help you make better decisions.
Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.
We continue to need leaders at all levels of society to step up and be the light that illuminates the path forward. That includes you as a financial advisor.
By doubling-down on your client experience you can support clients as they’re feeling vulnerable and underscore your value.
These 3 steps will help you zero in on what makes you, you: your unique, personal voice
I discuss my 3 words for 2020 as well as review my 3 words for 2019 and discuss how well I executed on them