Leader Interviews

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CEO Excellence: Do You Have What It Takes To Be An Excellent CEO?

What separates an average CEO from an excellent CEO? How do you achieve CEO Excellence? Turns out it’s all in your head. Well, that’s simplifying it just a bit.

2022-03-15T15:05:33-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on CEO Excellence: Do You Have What It Takes To Be An Excellent CEO?

Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy

Ashley Murphy discusses the daily routine that puts him in the right physical, mental, and emotional space to accomplish his goals.

2021-11-24T14:20:38-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy

Bitcoin is Big Tent Money with Matt Hanzelka

Matt Hanzelka discusses the questions and responsibilities that Bitcoiners could face if Bitcoin's potential comes to fruition.

2021-11-22T15:45:18-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Big Tent Money with Matt Hanzelka

How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin's impact goes way beyond NGU technology. It changes us and the world.

2021-11-09T08:57:39-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin and Your Practice: Where Does it Fit?

I was invited to speak at the Bitcoin for Advisors conference produced by Coindesk as a member of the FA Advisory Board. My main message as a panelist: Don't wait.

2021-10-25T09:29:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Your Practice: Where Does it Fit?

Why Buy Bitcoin with Andy Edstrom

In this wide-ranging conversation, Andy Edstrom and I tackle some of the major questions surrounding Bitcoin, including "Why Buy Bitcoin?"

2021-10-18T10:29:34-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Why Buy Bitcoin with Andy Edstrom

Equality, Sufficiency, and What is Money with Andrew M. Bailey

Andrew M. Bailey discusses defining and redefining what money is for and what/how much people need to be happy.

2021-09-29T14:03:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Equality, Sufficiency, and What is Money with Andrew M. Bailey

Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

The industry has changed over the last four decades, but a constant has been Janine Wertheim's thoughtful, innovative leadership.

2021-09-23T09:17:33-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Justin Castelli on why advisors need to learn about Bitcoin and crypto even if they don't think it's right for their clients.

2021-09-07T11:15:48-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler

Bradley Rettler discusses if Bitcoin can make people happier and why that question is key to appreciating its potential value.

2021-09-29T14:04:48-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Using Philosophical Frameworks to Answer “Big” Questions About Bitcoin with Bradley Rettler