Becoming an Intentionally Human Financial Advisor
Clare Ciervo, CFP® discusses how advisors who embrace and further develop their "human" side will thrive no matter how technology evolves.
My Takeaways from Attending Bitcoin 2021 in Miami
My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.
Creating Sustainable Value in a Fast-Tech World
Brie Williams explores some of the key drivers you need to put in place to build a sustainable business in our fast-paced world where things are changing all the time
Build Your Business Around An Enduring Idea
Amazon founder Jeff Bezos said one of the keys to building his company was to focus on what won’t change over the next 10 years and then put all their energy behind making long-term investments in those areas
What Do the Ironman, Death, and More Than 600 Advisors Have in Common?
John Hyland on lessons from Ironman and a brush with death that you can use to transform your business, your life, and your clients' lives
The Advisor Who Gets the Most Client Stories…Wins
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s
Your Value is in Transforming, Not Informing Your Clients
Advisors can use technology to create augmented service relationships that will help transform how their clients plan and how they live their lives
A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM
Steve Cassaday and I talked about how he’s grown from $44 million in AUM to the #12 ranked advisor in Barron’s list of the Top 100 Independent Financial Advisors and $2.7 billion in AUM
How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior
Dr. Elliot Berkman discusses the concept of the will and the way and how to increase our motivation and influence other people's behavior
How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years
Ric Edelman talks about this concept of exponential growth and how that impacts the way you should be planning for clients