My 3 Words for 2024
For the ninth time, I begin the New Year with My 3 Words, carefully chosen to remind, motivate, and guide me towards my best year yet.
For the ninth time, I begin the New Year with My 3 Words, carefully chosen to remind, motivate, and guide me towards my best year yet.
Connor Sung explains how platforms like eMoney are evolving to support more nuanced and individualized planning conversations.
Rian Hill and I discuss how to plan a first-class wine tasting event, from varietals and food pairings to choosing a venue and music.
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine.
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
John Wernz and I use a GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify action steps.
People rise to their level of comfort then often switch from growth mode to maintenance mode.
Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.