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.
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Dan Haylett and I discuss human-focused financial planning and what a high level of personalized service looks like.
Values-Based Financial Planning with Natalie Taylor
Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.
Combining Life Planning and Bitcoin with Advisor Jim Crider
A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.
Stephanie Kelton on Modern Monetary Theory and The Deficit Myth
Professor Stephanie Kelton challenges us to view federal deficit spending as a way to balance the economy so that prosperity is broadly shared.
How Technology and Longevity Are Changing the Nature of Financial Advice
Technology and longevity are converging to create new opportunities for advisors who are prepared to move beyond traditional planning.
Understanding Bitcoin and busting myths with Adam Blumberg
Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes
Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.
Advising Clients on How Their Money Integrates With Their Life
Kurt Rossi on how a new, compassionate approach to financial planning can help advisors add value to their practices, and clients' lives
Using the “Client Experience” to Generate $3 Billion in Organic Growth
Michael Chasnoff discusses how he grew Truepoint Wealth Counsel, his fee-only wealth management firm, to $3 billion in AUM and 750 households—without any mergers or acquisitions