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.
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.
Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.
Mark McGrath talks about the powerful story he shared in a viral tweet and how he uses social media to connect and turn clicks into clients.
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.