Friday Podcast: 2-5-16 (TD Ameritrade National Conference)

Tom Nally

I just got back from the TD Ameritrade National Conference and in today’s show, I’ll share a few quick comments from the event. Yes, the conference covered the usual slew of technology sessions dedicated to robo advisors and scaling your business. But what I found most interesting was the theme of putting the “human” into […]

Friday Podcast: 1-29-16 (A Podcast About Podcasting)

Bill Keen: Podcasting is a real differentiator.

Podcasting is a great way for financial advisors to differentiate themselves in a crowded marketplace. My good friend, Bill Keen of Keen Wealth Advisors, joins me in the studio for today’s podcast and we discuss how he got into podcasting and how it’s working for him. Bill is one of a small number of financial […]

Michael Port on How to “Steal the Show” in All the Performances in Your Life

Michael_Port H

Episode Overview “All the world’s a stage” said William Shakespeare. Turns out we’re all actors playing multiple roles in our business and the better job we do “acting” in each of these roles, the more deeply we’ll connect with other people, says Steal the Show author Michael Port. On the surface, thinking of yourself as […]

Friday Podcast: 1-22-16

Its friday hand writing with white mark on a transparent board

Optimism is only half of the equation to overcoming a tough situation. Regarding the current volatile financial markets, I hear many advisors talking right now about staying the course, we’re in it for the long-term, “this too shall pass,” and other similar comments. Intellectually, that makes sense as over the long-term, the odds are high […]

Friday Podcast: 1-15-16

Its friday hand writing with white mark on a transparent board

With the turbulence in the financial markets and client accounts running near the flatline over the past couple years, it’s easy to get discouraged. Yet now more than ever it’s critical that you maintain one key characteristic. The importance of this characteristic was driven home to me during an interview I did last week with […]

Scott Hanson on How to Organically Grow a Multi-Billion Dollar RIA

Hanson McClain

Episode Overview Can you organically grow a multi-billion dollar RIA? Many of the large RIAs you read about got there because they acquired firms or they were part of a banking, accounting, or law firm that fed them a large number of clients. Today’s guest, Scott Hanson of Hanson McClain, built the firm with his […]

Friday Podcast: 1-8-16 (Bear Market Drill)

Its friday hand writing with white mark on a transparent board

Well, it’s been an ugly start to the New Year in the stock market. And in today’s episode, I share three things financial advisors can do right now to prepare for the next bear market. Whether what’s happening now is the start of one, nobody knows, but the top advisors are doing a “bear market […]

3 Things to Do Now to Prepare for the Next Bear Market

Do a "bear market drill" now and be ready when the next bear strikes.

Do you remember how you felt back in 2008 and early 2009? Do you remember how your clients felt? Do you remember telling yourself, ‘I never want to go through that again?’ I’ve been telling my coaching clients that it’s time to prepare yourself, your business, and your clients for the next 50% drop in […]

My 3 Words for 2016

3 words

Skip the New Year’s Resolutions and instead come up with “My 3 Words” that will guide your actions in the year ahead. I picked up this idea of My 3 Words a few years ago from Chris Brogan and it’s been helpful in keeping me focused on the big themes for my yearly work. For […]

Friday Podcast: 1-1-16

Its friday hand writing with white mark on a transparent board

Welcome to 2016! This is the perfect time to look back on the past year and forward to the New Year. In today’s show, I cover three topics related to looking back and forward. Three key questions to ask yourself as you reflect on 2015. Yes, it’s important to look back so you can use […]