Values-Based Financial Planning with Natalie Taylor
Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.
Behavior Change is in Your Head and Your History with Dr. Joy Lere
Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant, on how advisors can facilitate positive behavior change.
Paul McCartney at 80 and the Passing of Time
Paul McCartney is a shining example of living a full life.
Take Charge of You Through Self-Coaching with David Novak
Former Yum! Brands CEO David Novak on self-coaching and practical “dynasty drivers” that led to double-digit growth for 13 consecutive years.
Best Books for Financial Advisors to Deepen Your Self-Awareness
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
The Rule of 40% for Financial Advisors
Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.
A Complete Guide to RIA Succession Planning with Paul Blease
Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.
Love, Mastery, and High Job Performance with Marcus Buckingham
Work and leadership expert Marcus Buckingham says it's time to bring love back into our lives, work, teams, and classrooms.
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.
A 3-Step Plan to Make Difficult Decisions
As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.