Investing

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Advisor Group’s Shannon Larson on Scaling Shared Service and Alternative Investments

Shannon Larson discusses how she and her team manage a shared service model and help advisors navigate alternative investments.

2022-12-05T16:23:07-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Advisor Group’s Shannon Larson on Scaling Shared Service and Alternative Investments

Alternatives Often Shine When Stocks and Bonds Burn with David Copeland

David Copeland discusses his approach to investing and how alternatives play an important role in his clients’ portfolios.

2022-11-25T10:49:44-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alternatives Often Shine When Stocks and Bonds Burn with David Copeland

3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison

Ben Harrison shares 3 of the biggest challenges and opportunities facing advisors from his unique perch at Pershing.

2022-11-08T15:14:12-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison

The Case for Alternative Investments with Matt Brown

Matt Brown makes a strong case for adding alternative investments to your portfolios.

2022-10-06T12:35:28-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on The Case for Alternative Investments with Matt Brown

2 Exciting Podcast Updates

Steve Sanduski shares the launch of 2 new series of episodes. One series is about investing, the other, about "adventure and achievement."

2022-09-20T12:32:41-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 2 Exciting Podcast Updates

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