The Quick Summary of Top Insights From TD Ameritrade’s National LINC 2015 Conference

TD Conf

From beginning to end, it was a great conference. Here are some of the top tweets with my brief commentary. Make sure you click on the links within the tweets, too, for more content. View the story “Top Tweets From TD Ameritrade National LINC Conference” on Storify

You are “out manned, out funded and out gunned, but you are not out trusted”


When compared to Robo-Advisors, human advisors are “out manned, out funded and out gunned, but you are not out trusted,” said Bill Winterberg of FPPad. Winterberg spoke during lunch at TD Ameritrade’s National LINC 2015 conference on an overcast day in normally sunny San Diego. His presentation focused on how advisors can use trust and […]

Mark Moses on the 5 Things Every CEO Should Focus On, Singularity University, and Exponential Organizations

Mark Moses

MARK MOSES COACHES 30 OF THE WORLD’S TOP ENTREPRENEURS AND CEOs and kicks their butt to increase profitability and accelerate growth. As a successful entrepreneur himself, Mark discusses the 5 things every entrepreneur and CEO should focus on and delves into the world of singularity and exponential organizations.   Mark Moses Started his first company at age […]

Insights From Steve Lockshin, the #1 Independent Financial Advisor in the U.S. in 2011


STEVE LOCKSHIN, A SERIAL ENTREPRENEUR, FOUNDER OF ADVICEPERIOD, AND CHAIRMAN OF CONVERGENT WEALTH ADVISORS is the Uncola of the financial industry. He reached the pinnacle of the industry by being different while always keeping a laser focus on transparency and honesty. His insights are quite refreshing and contain actionable items you can implement today to raise […]

From $0 to $1 Billion in AUM: The Betterment Story With Jon Stein

Jon Stein

JON STEIN, CO-FOUNDER AND CEO OF BETTERMENT, TELLS HOW HE co-founded the company and built it into one of the fastest growing and most innovative investment firms in the country. It’s a great story about how a smart guy with a timely idea can marshal the resources and build a company that is reshaping how business […]

Forget Goals and Do This Instead

The traditional goal-setting  process is lame and uninspiring.

TRADITIONAL GOAL-SETTING ENTHUSIASTS tell you to set “SMART” goals. Ugh. That’s so boring! It’s time to put more emotion in how you get things done. My strategy for getting things done is liberating. Instead of being tied to cold metrics, you are inspired to take fulfilling action. You are drawn to movement instead of having […]

Revenge of the Nerds: Duran, Michel, Weissbluth, Stein on Robo Advisors

Screen Shot 2014-12-10 at 1.01.59 PM

Industry heavyweights examine the Robo Advisor landscape and answer the simplest of questions: friend or foe? Quick review of the best quotes with brief commentary. [View the story “Revenge of the Nerds: Duran, Michel, Weissbluth, Stein on Robo Advisors” on Storify]

The Highlight Reel From Mark Cuban/Chris Cox at the Market Counsel Summit

Mark Cuban

Mark Cuban was on fire as he debated Chris Cox on a variety of topics. The show was moderated by CNBC’s Melissa Lee. [View the story “The Best of Cuban and Cox at the Market Counsel Summit” on Storify]

Tony Robbins Has Arrived in the Financial Industry, Here’s What You Should Do About It

"What it’s really about is creating an extraordinary qualify of life—life on your terms.”

Tony Robbins is out to right some wrongs in the financial services industry and you’d be wise to pay attention. I wrote my thoughts on what his arrival means to our industry and it was just published by Investment News. One of the recommendations I made in the article was to actually read what he […]

How to Stay Ahead of the Crowd Through Innovative Thinking and Action

Innovative John Michel

JOHN MICHEL, CEO OF CIRCLEBLACK, SHARES HIS BEST STRATEGIES, TIPS, AND TOOLS on how to think about and incorporate innovation into your business. The world is moving rapidly and those who understand how to harness technology and use it to improve their operations and their client experience will reap tremendous rewards. 1 John Michel Graduate […]