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.
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.
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.
3 Ways to Cultivate an Organic Growth Culture
It's about cultivating the soil that allows organic growth to thrive.
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."
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.
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.
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.
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Gayle Colman explains why advisors should pay attention to how the whole body expresses feelings around money.