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My 3 Words for 2021

The idea is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2021 your best year ever.

10 GTK Excerpts from 2020

10 excerpts from previous 2020 GTKs that will help you in your business and give you some things to think about in 2021.

2020-12-29T11:58:04-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on 10 GTK Excerpts from 2020

The First Principle of Hiring

Hiring great people is critical, but this first principle happens before hiring.

2020-12-24T12:36:55-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on The First Principle of Hiring

Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

Subscribe and listen to my new podcast that I'm hosting for Barron's Advisor.

2021-03-15T14:55:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

5 Resilience Lessons for Thriving Beyond the Pandemic

Guest author Joseph Michelli, Ph.D. shares 5 actionable insights and resilience lessons for thriving beyond the pandemic.

2020-12-24T12:43:00-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on 5 Resilience Lessons for Thriving Beyond the Pandemic

Understanding Bitcoin and busting myths with Adam Blumberg

Adam Blumberg on what Bitcoin is, why it was developed, what problems it is trying to solve, and what, if anything, you should do about it.

2021-05-03T10:48:38-05:00By |Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding Bitcoin and busting myths with Adam Blumberg

More Money or More Time?

What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?

2020-12-09T12:32:46-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on More Money or More Time?

Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.

2021-05-03T10:49:47-05:00By |Between Now and Success, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA

Revel in the Pursuit of Mastery

The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.

2020-12-07T12:16:30-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Revel in the Pursuit of Mastery

Random Parts vs. Integrated System

Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.

2021-03-28T15:39:35-05:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Random Parts vs. Integrated System