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.
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.
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.
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.
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.
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.
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.
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.
My Takeaways from Attending Bitcoin 2021 in Miami
My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.
Creating Sustainable Value in a Fast-Tech World
Brie Williams explores some of the key drivers you need to put in place to build a sustainable business in our fast-paced world where things are changing all the time