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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

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.

2023-05-30T15:15:21-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life

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.

2023-05-16T11:09:33-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

ChatGPT and I Recorded a Podcast

I connected ChatGPT to a text to speech AI from ElevenLabs named Rachel. She graciously answered my questions to showcase some of AI's capabilities.

2023-05-15T14:59:38-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on ChatGPT and I Recorded a Podcast

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.

2023-05-02T10:40:49-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning

3 Ways to Cultivate an Organic Growth Culture

It's about cultivating the soil that allows organic growth to thrive.

2023-04-22T07:19:57-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on 3 Ways to Cultivate an Organic Growth Culture

Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem

There's much more to organic growth than "let's do more marketing and get more referrals."

2023-04-18T13:25:34-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem

Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.

2023-04-08T12:04:39-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Kate Murphy On Turning Listening Into a Whole-Body Experience

Kate Murphy discusses how to master the art and science of listening so that you can hear what your clients are really saying.

2023-04-04T15:11:55-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Kate Murphy On Turning Listening Into a Whole-Body Experience

Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms

Leslie Tabor discusses the four pillars that Charles Schwab is using to help RIAs build more diverse cultures.

2023-04-03T16:20:20-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms