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Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

Matt Reiner returns to discuss his entrepreneurial journey and the broader implications of technology and AI in financial advising.

2024-01-30T15:53:07-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.

2023-11-08T09:10:26-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.

2023-06-27T22:07:03-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

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

Mastering a Growth Mindset with Hightower’s Scott Holsopple

Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.

2023-03-01T09:36:13-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Mastering a Growth Mindset with Hightower’s Scott Holsopple

Building an Interconnected Technology Future with Ainslie Simmonds

Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.

2023-02-22T09:15:01-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Building an Interconnected Technology Future with Ainslie Simmonds

Future Proof Your Advisory Practice with Ric Edelman

A discussion of 5 key areas that are rapidly changing and what financial advisors should be doing right now to embrace them and future proof your practice.

2023-01-01T23:26:54-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Future Proof Your Advisory Practice with Ric Edelman

A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.

2021-07-12T16:19:25-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Combining Life Planning and Bitcoin with Advisor Jim Crider

A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.

2021-07-01T13:05:54-05:00By |Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Combining Life Planning and Bitcoin with Advisor Jim Crider

Becoming an Intentionally Human Financial Advisor

Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.

2021-06-22T12:24:29-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Becoming an Intentionally Human Financial Advisor