Timing the Wave
Successful advisors often have great “timing” in “riding a big wave” to massive growth. But nothing is stopping you from finding a wave too!
Make Your Communication Strategy a Loyalty and New Client Driver
Consistent communication imprints the advisor’s message on the brain of the recipient and leads to loyalty among clients and more referrals.
How Big Do You Want to Be?
In a recent poll, I asked financial advisors how big they wanted to grow. The answer surprised me.
The Wild 5,000 Year Ride of Money
A 5,000 year arc that explores the beginning of money, how it has evolved over time, and the role gold, central banking, Modern Monetary Theory and yes, bitcoin, play in it.
Gold and Bitcoin
How you think about gold and bitcoin is a key to avoid getting left in the dust by change and innovation.
Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human
Brooke Southall, the founder of RIABiz, discusses how to avoid clickbait and write compelling content that will appeal to your audience.
Best of: Joe Duran
An insightful conversation with Joe Duran about how he built a firm with billions in AUM -- twice.
Fear of Other People’s Opinions
Fearing other's opinions might be holding you back. Taking the safe route won’t upset anybody, but it also won’t generate a strong emotional reaction.
3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances
Peter Mallouk on how advisors can develop the kind of five-star experience that underscores your value to existing clients, drives referrals, and protects your business from fee compression.
Lin-Manuel Miranda on Creativity: “Fall in Love for a Living”
The desire for money can drive certain behaviors, but creativity is not one of them. Creative people derive satisfaction from falling in love with ideas.