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

Former LPL CEO Mark Casady Shares Lessons From the C-Suite

By | 2017-11-01T16:35:06+00:00 October 23rd, 2017|

Mark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons he learned. During his 30-plus years in financial services, Mark likes to think his job was to be a classic

Advising Clients on How Their Money Integrates With Their Life

By | 2017-10-16T12:06:09+00:00 October 16th, 2017|

"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated. The shift in our industry from Return on Investment to Return on Life requires a new conversation between advisors and clients. Understanding your clients as

3-Time Olympic Medalist Lauryn Williams on “Winning” in Business, Life and Financial Planning

By | 2017-10-02T10:02:21+00:00 October 1st, 2017|

You can get the mechanics of a financial plan right, but if you miss the "life" part, you're shortchanging your clients. A financial plan is a tool to help your clients live a happier, more fulfilling life. Consumers can easily get their money managed through the big national brands like Vanguard, Schwab, TD Ameritrade, Fidelity,

Essential Success Tips for Young Advisors From “40 Under 40” Honoree Hannah Moore

By | 2017-09-18T13:47:05+00:00 September 18th, 2017|

Curiosity. The best advisors have it. Hannah Moore's curiosity has led her down many roads and in today's podcast, she shares what she's learned about structuring the client meeting process, creating client personas, blogging to "just one person," using three words to define your business, succession planning, and much more. My guest today, Investment News "40

Use Sten Morgan’s “7 Mindsets” to Accelerate Your Firm’s Growth

By | 2017-09-03T15:29:49+00:00 September 3rd, 2017|

How do you go from a struggling, cash-strapped RIA to running a fast-growing, profitable top firm? Adopt Sten Morgan's 7 Mindsets and you'll be on your way. As the founder of Legacy Investment Planning, Sten Morgan has lived that dream, and overcome the obstacles that go with it. Sten was recently named one of the

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