Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Amy Koenig explains how financial advisors can integrate systems into their practices that align all of their processes.
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick
Shannon Warwick and I dive deep into the topic of reducing stress in our lives - something that I believe is crucial for everyone.
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
Matt Ackermann and Andree Mohr discuss how famous musicians hone their craft and apply those lessons to what we do as advisors.
Rick Kent on Embracing Servant Leadership and Creating “Plus One” Client Experiences
At the 2024 Barron's Advisor Independent Summit, Rick Kent explained how servant leadership helped him grow as a CEO and scale his firm.
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
Tom Rieman explores three themes that are crucial to success: organic growth; bridging the advice-experience gap, and an ideal advice experience.
Maddy Dychtwald: “Ageless Aging” Strategies for Women to Navigate Health and Wealth
Maddy Dychtwald shares insights from her interviews with over 100 of the world's top longevity experts and her new book, Ageless Aging.
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
Devin Martin on harnessing the power of mindfulness, emotional diversification, and self-inquiry to create a life of profound transformation.
Ashley Goodall on “The Problem With Change” and Why Great Leaders Value Stability Over Disruption
Ashley Goodall shares how stability, not change, creates the conditions in which people can do the best work of their lives.
Andy Schell On What Life on The Ocean Can Teach Entrepreneurs About Preparation, Adaptation, and Leadership
The most challenging environments often teach us the most important lessons about leadership.
Mastering “The Language of Referrals” to Drive Organic Growth with Bill Cates
Bill Cates offers actionable specifics on how to set the stage for referrals and create the mindset that attracts referrals consistently.