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Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

The industry has changed over the last four decades, but a constant has been Janine Wertheim's thoughtful, innovative leadership.

2021-09-23T09:17:33-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

5 Navy SEAL Maxims To Help You Work “Smarter, Not Harder”

Former Navy Seal David Sears shares Navy SEAL maxims that can improve your thinking, performance, and productivity.

2021-09-07T17:06:07-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 5 Navy SEAL Maxims To Help You Work “Smarter, Not Harder”

Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Justin Castelli on why advisors need to learn about Bitcoin and crypto even if they don't think it's right for their clients.

2021-09-07T11:15:48-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Financial Nihilism and Determining Value with Demetri Kofinas

Demetri Kofinas discusses what roles technology, monetary policy, the 2008 economic crisis, financial nihilism, and mimetic desire play in how we decide where to invest our money.

2021-08-25T04:45:40-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Financial Nihilism and Determining Value with Demetri Kofinas

The 4 S’s That Are Driving A New Intangible Economy

Stian Westlake discusses why understanding the characteristics of intangible assets is key for both business leaders and investors.

2021-08-11T09:07:35-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on The 4 S’s That Are Driving A New Intangible Economy

Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Bradley Rettler discusses if Bitcoin can make people happier and why that question is key to appreciating its potential value.

2021-09-29T14:04:48-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

John Hagel on the psychology of fear and how to confront the emotions that are influencing our choices and actions.

2021-08-02T14:15:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Go On The Journey Beyond Fear with Silicon Valley Vet John Hagel

Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

Chris King of Eaglebrook Advisors discusses a platform that greatly simplifies the process of getting your clients into crypto.

2021-07-16T13:55:39-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Crypto Solutions for Financial Advisors with Chris King from Eaglebrook Advisors

How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

Prof. Jonah Berger on removing barriers and overcoming resistance so that it's easier to take decisive, transformative action.

2021-07-14T11:04:49-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Change Anyone’s Mind Using Jonah Berger’s “REDUCE” Framework

A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer

Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.

2021-07-12T16:19:25-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer