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.
A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.
Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.
My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.
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
Amazon founder Jeff Bezos said one of the keys to building his company was to focus on what won’t change over the next 10 years and then put all their energy behind making long-term investments in those areas
John Hyland on lessons from Ironman and a brush with death that you can use to transform your business, your life, and your clients' lives
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s
Advisors can use technology to create augmented service relationships that will help transform how their clients plan and how they live their lives
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
Dr. Elliot Berkman discusses the concept of the will and the way and how to increase our motivation and influence other people's behavior