Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Mona Sobhani shares her personal journey of transformation and explains how she learned to open herself up to new possibilities.
Mona Sobhani shares her personal journey of transformation and explains how she learned to open herself up to new possibilities.
Connor Sung explains how platforms like eMoney are evolving to support more nuanced and individualized planning conversations.
Rian Hill and I discuss how to plan a first-class wine tasting event, from varietals and food pairings to choosing a venue and music.
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine.
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
John Wernz and I use a GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify action steps.
Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.