Key Insights From the 2018 Barron’s Top Independent Advisors Summit

By | 2018-04-23T15:07:11+00:00 April 23rd, 2018|

Barron’s recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today’s episode will give you an insightful snapshot of one of the most valuable get-togethers in our industry. My guests today are Bill Keen

What Do the Ironman, Death, and More Than 600 Advisors Have in Common?

By | 2018-04-02T15:06:36+00:00 April 2nd, 2018|

John Hyland was unhappy. Fresh out of college, the big firm lifestyle of late nights and steak dinners had taken a physical toll. John felt unhealthy and out of shape. At a tailgate party he heard some friends talking about Ironman races, how impossible they seemed, how no average person could complete one. “I just

The Advisor Who Gets the Most Client Stories…Wins

By | 2018-03-19T09:49:21+00:00 March 19th, 2018|

Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, says Mitch Anthony. Of course, the client-centered advisors always knew that this business was more than just numbers.  And today, revolutions in technology and an aggressive marketplace make it imperative that all advisors change their thinking

Your Value is in Transforming, Not Informing Your Clients

By | 2018-03-12T14:48:21+00:00 March 12th, 2018|

If you are in the “inform” business, and not the “transform” business, you won’t be long for this business. Technology services are quickly chipping away at the value-stack financial advisors offer to clients. There may come a time when, “I turn on my phone and I say, ‘Hi, Alexa. Tell me what my bank account

A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM

By | 2018-02-26T15:13:25+00:00 February 26th, 2018|

I’ve long said that there are many ways to be successful as a financial advisor. My guest today, Steve Cassaday, founder and CEO of Cassaday and Company, Inc., is a perfect example. His main marketing plan is a throwback to the 1990s. He spends hundreds of thousands of dollars per year doing high-end dinner seminars

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

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