How Top RIA Leaders Allocate Their Time

By | 2018-07-08T16:27:32+00:00 July 8th, 2018|

RIA leaders are in a tricky position because they have to determine how to allocate their time between being a financial advisor and being the CEO of the firm. Without someone placing a strong emphasis on latter, your firm will stagnate. Some RIA leaders, like past podcast guests Michael Chasnoff and Stephan Cassaday, are hugely

Would You Want “10 of That Type of Person on Staff?”

By | 2017-07-26T17:27:08+00:00 July 26th, 2017|

Knowing how to choose the right new hire candidate or when to fire a borderline employee isn’t always clear cut. But here’s a sure-fire way to improve your decision-making in the hiring people and firing people arena. One thing I know for sure about running a business is this—your team is the biggest determinant of

How to use “systems thinking” to become an elite advisor

By | 2018-02-21T15:20:53+00:00 January 23rd, 2017|

Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems. The bedrock of success for elite advisors comes from being committed and following systems. I’m not just talking about checklists or workflow systems for processing business. I’m talking about systems for living their life. One of the most frequently touted

Key insights from my 10 most popular podcasts in 2016

By | 2016-12-05T10:07:06+00:00 December 5th, 2016|

I just finished my second year of podcasting and the numbers are in. Here are my 10 most popular podcasts for 2016 based on downloads along with a key idea shared on each episode. Grab some coffee and a notepad. It'll spark some ideas. Listen to the 10 Most Popular Podcasts If you

How to improve investment performance by reducing behavioral investing mistakes

By | 2018-02-16T16:40:22+00:00 September 30th, 2016|

I believe financial advisors can add the most value to their clients in the areas of financial and life planning, and not as much in the investment management area. I also understand that you can't forget about the investment side. In today's conversation, we discuss how to improve your investment performance by overcoming some of

7 traits of CEOs running billion-dollar RIAs

By | 2018-02-21T15:23:19+00:00 August 14th, 2016|

"You know, kid, I don't think you're going to last six months." That’s what one of the co-founders of a then $600 million RIA said to Jeff Dekko when he arrived at the firm in 2003. Today, Mr. Dekko is CEO of that firm and presides over the fast-growing RIA, Wealth Enhancement Group, with about

America’s top advisors share 6 key ways to reach the peak

By | 2018-02-21T16:27:09+00:00 May 10th, 2016|

America's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack

3 things I learned when top professional speaker Michael Port critiqued my performance

By | 2016-04-30T10:10:47+00:00 April 29th, 2016|

Michael Port: The stories people love are the ones your audience doesn’t know they’re really in. I’ve always taken the attitude that you’re never too smart to learn or too good to improve. So even though I get paid handsomely as a professional speaker, there’s always room to become better. And at a

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