Investing

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Financial Nihilism and Determining Value with Demetri Kofinas

Demetri Kofinas discusses what roles technology, monetary policy, the 2008 economic crisis, financial nihilism, and mimetic desire play in how we decide where to invest our money.

2021-08-25T04:45:40-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Financial Nihilism and Determining Value with Demetri Kofinas

How to Be a Real Leader That Gets Results

Michael Nathanson offers some tips on creating inspiration, innovation, and growth in your business, and also shares memories of a couple of his Harvard Law School classmates whose names you'll definitely recognize (hint: think President and Supreme Court Justice)

2020-03-10T08:07:35-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Be a Real Leader That Gets Results

How to improve investment performance by reducing behavioral investing mistakes

Dr. Daniel Crosby discusses how to improve your investment performance by overcoming some of the behavioral investing mistakes that are so easy for all of us to make

2020-03-10T08:14:03-05:00By |Between Now and Success, Blog-Podcast, Coaching, Investing, Leader Interviews, Podcast, Practice Management|Comments Off on How to improve investment performance by reducing behavioral investing mistakes

How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Ric Edelman talks about this concept of exponential growth and how that impacts the way you should be planning for clients

2022-02-03T16:09:24-06:00By |Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Fintech pioneer discusses the present and future state of being a successful financial advisor

Jud Bergman, the founder of Envestnet, has been at the nexus of every major trend happening in the financial services industry for the past 15 years

2020-03-10T08:18:32-05:00By |Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on Fintech pioneer discusses the present and future state of being a successful financial advisor

Should you evolve to a financial life advisor?

Advisors can provide real value by facilitating a discussion about a client’s values and life priorities, but you have to have a process and tools.

2020-07-22T14:56:24-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Should you evolve to a financial life advisor?

If you had no fear, would you…

IF YOU HAD NO FEAR, WOULD YOU  be running your [...]

2020-07-22T15:06:23-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on If you had no fear, would you…