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 and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free.
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
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 and I discuss human-focused financial planning and what a high level of personalized service looks like.
It's about cultivating the soil that allows organic growth to thrive.
There's much more to organic growth than "let's do more marketing and get more referrals."
What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.
Kate Murphy discusses how to master the art and science of listening so that you can hear what your clients are really saying.