Paul McCartney is a shining example of living a full life.
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.
As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.
What got you here won't get you there. Big decisions arrive at pivot points.
Digging into emotions is uncomfortable for many of us. But advisors who are trained in this type of work will add transformational value.
By making bold moves from a position of strength, you increase your company's resiliency and create space to respond powerfully to crises.
Take some time and really explore what makes you—you. And then step on the gas and do more of that.
Here’s a simple 3-part framework to ensure you are well-prepared for big opportunities that may not go as planned.
My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.