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Two Podcast Announcements

Steve discusses two changes he's making to his podcasting strategy.

2021-01-25T17:10:13-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Two Podcast Announcements

Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Professor Stephanie Kelton challenges us to view federal deficit spending as a way to balance the economy so that prosperity is broadly shared.

2021-03-15T14:55:13-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Stephanie Kelton on Modern Monetary Theory and The Deficit Myth

Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

In part two of my conversation with Marty Bicknell, we discuss what the latest trends in wealthtech mean for financial services.

2021-01-11T15:18:01-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

My Top 11 Podcasts of 2020

Ranking my 11 most popular podcast episodes of 2020 based on downloads in the first 14 days.

2021-01-11T17:25:04-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on My Top 11 Podcasts of 2020

How Technology and Longevity Are Changing the Nature of Financial Advice

Technology and longevity are converging to create new opportunities for advisors who are prepared to move beyond traditional planning.

2021-03-15T14:55:14-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Technology and Longevity Are Changing the Nature of Financial Advice

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