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

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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 [...]

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. [...]

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 [...]

Goodbye Cornhuskers, Hello Badgers: 3 Life Lessons From Changing Allegiance


I was born in Omaha and raised on Devaney, Bremser, Osborne, Rodgers, Glover, Craig, Rozier, Frazier, Alberts, and Omaha Steaks. A proud Husker fan since the 1960s. Then along comes 2005 and my family moves to Wisconsin. A few years [...]

How to Maximize Your Emotional, Physical, and Financial Well-Being

STEVE MOELLER SHARES HIS BEST STRATEGIES, TIPS, AND TOOLS on how to incorporate his concept of Endorphinomics into your life so you can maximize your emotional, physical, and financial well-being. As a long time consultant and coach to financial advisors, [...]

How to Build a Brand That Connects With Your Clients and Prospects

Paul Santello

PAUL SANTELLO SHARES HIS BEST STRATEGIES, TIPS AND TOOLS on how to build a brand that connects with your clients and prospects. Plus, we discuss how you can use “VIPER” as a strategic framework to build your compelling brand. Download [...]

105 Words and Phrases to Boost Your Sales

Are your clients hearing what you're saying.

HAVE YOU EVER MISSPOKE and lost the sale? In a recent podcast interview I did with PR pro Jason Lahita, he mentioned a quote from Mark Twain that advisors should take to heart. Twain said, “The difference between the right word [...]

Strategies to Ensure Your Business Grows in the Years Ahead

Deborah Fox: Robo-Advisers will commoditize various aspects of the financial advice value chain, replacing legacy providers in those categories if they do not adapt their business models and embrace technology platforms.

DEBORAH FOX SHARES HER BEST STRATEGIES, TIPS AND TOOLS on how to ensure your business grows in the years ahead. Plus, she goes into detail on how to build a Robo-Shield for your firm. Download Track 1: Strategies to Ensure [...]

If You’re Not Passionate About Your Job, You Can Still Do This

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A guy at my gym cleans the toilets, wipes the mirrors, empties the wastebaskets, washes the sweaty towels and vacuums the floors. Is that the kind of job you would like to have? Probably not. Recently, I came across a [...]