Practice Management

Home/Tag: Practice Management

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.

2023-11-08T14:15:49-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering 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.

2023-10-24T09:24:21-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most

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.

2023-09-28T12:37:45-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”

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.

2023-09-13T13:26:22-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

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.

2023-08-22T08:25:50-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

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.

2023-08-09T07:56:06-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 2,500 Years of Thinking About “How Much is Enough?”

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.

2023-08-02T11:08:18-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

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.

2023-07-11T14:02:01-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

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.

2023-06-27T09:49:22-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral

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.

2023-06-13T14:56:27-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice