Technology

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

My Takeaways from Attending Bitcoin 2021 in Miami

My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.

2021-06-11T06:26:58-05:00By |Blog-Podcast, Conference Reports, Growing, Practice Management|Comments Off on My Takeaways from Attending Bitcoin 2021 in Miami

A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM

Steve Cassaday and I talked about how he’s grown from $44 million in AUM to the #12 ranked advisor in Barron’s list of the Top 100 Independent Financial Advisors and $2.7 billion in AUM

2020-03-10T07:53:14-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM

How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior

Dr. Elliot Berkman discusses the concept of the will and the way and how to increase our motivation and influence other people's behavior

2022-08-25T14:19:30-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior
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