My 3 Words for 2024
For the ninth time, I begin the New Year with My 3 Words, carefully chosen to remind, motivate, and guide me towards my best year yet.
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
Connor Sung explains how platforms like eMoney are evolving to support more nuanced and individualized planning conversations.
Why People Plateau
People rise to their level of comfort then often switch from growth mode to maintenance mode.
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.
Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most
Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”
Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.
2,500 Years of Thinking About “How Much is Enough?”
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.
Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral
Mark McGrath talks about the powerful story he shared in a viral tweet and how he uses social media to connect and turn clicks into clients.
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.