Elliot Weissbluth on Firing Himself, Business Metrics, and Building $30 Billion RIA HighTower

Elliot Weissbluth: Every December I fire myself.

Elliot Weissbluth started RIA firm HighTower by asking, “If we had a blank piece of paper and a blank slate and I started with my mom as the client, what would she expect from a thoughtful financial advisor?” From that question, Elliot worked backward and built a business that has grown from $0 to $30 […]

Who’s Making These Bad Decisions at Linkedin?

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Linkedin ticked me off earlier this year. For years I was a happy user and unpaid content producer for Linkedin. I carefully crafted my profile, posted regular updates, stayed in touch with colleagues, and, recently, started blogging on the publishing platform. Linkedin was worth my time. It kept me visible with my audience and drove […]

Eric Clarke on Building a Technology Company, Innovating, and “Narrowcasting”

Eric Clarke

To Eric Clarke, founder and president at Orion Advisor Services, necessity is truly the mother of invention. Faced with the task of upgrading the portfolio accounting system at CLS Investments, his family’s growing RIA firm, Eric couldn’t find a suitable off-the-shelf product. So, like every great entrepreneur, he decided to build it himself. Today, Orion […]

Carl Richards on Writing Books, Planning Conversations, and the One-Page Financial Plan

Carl Richards: Let's let go of this false sense of precision that we've been parading around."

Carl Richards is best known as the Behavior Gap guy and for his weekly Sketch Guy column in the New York Times. He’s now out with a new book, The One-Page Financial Plan. We had a lively conversation about the book, his writing process, planning conversations, and how financial advisors can use books in general to […]

Tony Robbins on Investing, RIAs, and Being a Great Business Owner

Tony Robbins

After interviewing more than 50 of the world’s greatest investment managers, Nobel Prize winners, self-made billionaires, and leading academics for his book, Money: Master the Game, Tony Robbins came to some startling conclusions. In this episode, he reveals a treasure trove of actionable insights and behind the scenes stories that will benefit you for years […]

Simon Roy on Entrepreneurial Success, Robo-Advisors, and the Role of Technology

Simon Roy: It's critical to make it easy for a prospect to say 'yes' to your offer.

WOULD YOU LIKE TO WAKE UP ONE MORNING, TURN ON YOUR COMPUTER, AND DISCOVER that you have two new clients with a million in assets waiting to do business with you? It’s happening now with robo-advisor technology and Simon Roy of Jemstep shares how. Having great technology is one thing, but leveraging it can be a […]

Marty Bicknell on Running Businesses, Acquisitions, and Separating Advice From Sales

Marty Bicknell

HOW DO YOU GO FROM $0 TO MORE THAN $30 BILLION IN AUM in less than 9 years? Marty Bicknell of Mariner Holdings did it through acquisitions, organic growth, and good timing. Of course, there’s more to it than that and in this episode, Marty adds texture to one of the most exciting growth stories in […]

Joe Duran on Raising Billions in AUM, Spotting Trends, and the Future of Financial Advice

Joe Duran: The more important you are to the business, the less valuable the business is.

BUILDING ONE ADVISORY FIRM WITH BILLIONS IN AUM IS HARD ENOUGH, yet Joe Duran has done it twice. We had an insightful conversation about how he did it and what he sees for the future of financial advisors and for the advice they deliver. While I have detailed notes below, it’s well worth your time to […]

What You Call Yourself Has Huge Implications–Financial Life Advisor?

Money and life

Do you call yourself a financial advisor? Financial planner? RIA? Wealth manager? Or, heaven forbid, a broker? Joe Duran of the $13 billion RIA firm United Capital thinks we have a naming problem in our industry. During a podcast interview this week with Duran, he told me his firm hired researchers who discovered clients don’t […]

Mitch Anthony on Helping Clients Retire Well and Live a Meaningful Life

Mitch Anthony: What are the possibilities in front of you right now?

THE CONCEPT OF RETIREMENT HAS CHANGED DRAMATICALLY over the past couple decades. Unlike my dad, who retired 25 years ago and never worked another day in his life, today’s retirees don’t retire. They start giving back and do work they want to do, not what they have to do. Has your retirement planning changed with […]