How Concierge Wealth Management Services Can Improve Your Clients’ Return on Life with Alex Miele
A conversation about providing world-class, human-to-human service with top advisor Alex Miele from an ROL Advisor Learning Hour session.
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.
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.
Values-Based Financial Planning with Natalie Taylor
Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.
The Advisor Who Gets the Most Client Stories…Wins
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s