How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior

By | 2018-02-12T14:10:35+00:00 February 12th, 2018|

“What are my clients thinking?" I know I’m not the only advisor who’s asked myself that question over the years in both positive and negative situations. But answering this question has never been more critical to our industry. Technology is advancing rapidly and driving down the value of investment management. Many advisors are using technology

How to Build Your Ideal Tech Stack for Improved Efficiency and Client Experience

By | 2018-02-07T17:05:13+00:00 January 29th, 2018|

With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always

How This RIA CEO Built His Business To Run Without Him For A Year

By | 2018-02-07T16:52:40+00:00 January 15th, 2018|

How long could your business survive without you? For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want to connect with your clients, build a sense of community, and run a modern advisory practice. Brighton Jones is one

My 3 Words for 2018

By | 2018-02-07T16:40:23+00:00 January 1st, 2018|

Steve Sanduski: The one thing no technology will ever replace is your humanness. If you could come up with 3 words for this year, that would drive your actions and keep you on track to make this your best year ever, what would those 3 words be? For several years now, I’ve begun

Key Insights From My 10 Most Popular Podcasts in 2017

By | 2017-12-28T11:54:25+00:00 December 28th, 2017|

2017 was another phenomenal year for "Between Now and Success," and I'm very grateful to all of my guests who took time to discuss the financial advisory business, best practices, technology, self-improvement, and a variety of other topics. If you're catching up on past episodes, or looking to revisit some of the big ideas we

How to Get Your Clients to Change Their Behavior–And Stick With It

By | 2018-02-07T16:34:29+00:00 December 19th, 2017|

One of your main roles as a financial advisor is to help your clients change their behavior. This could be helping them to save and invest more money, helping them get their spending under control, helping them not make a bad emotional based decision that messes up their investment plan, or helping them make better

Cryptocurrency, Bitcoin, ICOs, Blockchain: What Should Advisors Do?

By | 2018-02-07T16:18:41+00:00 December 4th, 2017|

Can I interest you in my new cryptocurrency, BelayCoin? You can use BelayCoin to pay for the services of my company, and every transaction is verified and recorded in the Ethereum blockchain. And over time, the value of BelayCoin may rise to reflect how in-demand my services are. Now, don’t go running for your credit

Schwab Top Advisor Panel: What Decades of Experience Can Tell Us About Thriving in the Future

By | 2018-02-07T13:44:45+00:00 November 27th, 2017|

In the last 35 years, we’ve seen the following happen in the financial markets: The beginning of the great bull market in August 1982. The stock market crash on October 19, 1987. The technology bubble of 1995 – 2000. The bear market of 2000 – 2002. The real estate bubble of 2002 – 2007. The

Ross Levin on “I-You” Relationships, Excelling in the “Slow Things,” and Building an Impactful RIA

By | 2018-02-07T13:48:22+00:00 November 20th, 2017|

Imagine you’re sitting down with a potential new client for the initial discovery meeting. What do you see sitting across from you? Unfortunately, many advisors see a “prospect,” “dollar signs,” or perhaps “a million-dollar account.” The philosopher Martin Buber called this an “I-It Relationship,” in which one person objectifies the other. On today's show, Ross Levin

Seth Streeter on His Evolution From Managing Money to Redefining Wealth for Himself, Clients, and Staff

By | 2017-12-09T22:21:01+00:00 November 6th, 2017|

Financial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments. On today's show, RIA leader Seth Streeter explains how his firm not only delivers a first-class planning experience, but also helps

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