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.
Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.
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.
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.
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.
Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free.
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.