The Locksmith

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January 28, 2020

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Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up unlocking something much bigger instead.

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

Podcast

Cliche Don’t Pay

Please click below to listen to my rap song about financial advisors!

June 14, 2019

Podcast

Less is More (For Sure!)

How many people look forward to that website upgrade? Nobody. People would

June 6, 2019

Podcast

Getting More Women into Financial Advising [Brutal Honesty]

As you know, we tell the real story on the Sara Grillo

June 3, 2019

Here are five questions to add to your financial advisor risk tolerance questoinnaire.

Podcast

5 questions financial advisors should include on the RTQ (but aren’t)

Let’s be real…the financial advisor risk tolerance questionnaire as we know it

May 20, 2019

Is Amazon the next big player in financial services? Listen to hear Ric Edelman's take as well as his advice for what it means to be competitive in the digital age of financial advice.

Podcast

Hail, Mighty Amazon!

To quote the great Ric Edelman, who I was honored to have

April 15, 2019

The Locksmith

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Any questions? Send 'em in!

RELATED POSTS

Cliche Don’t Pay

Less is More (For Sure!)

Getting More Women into Financial Advising [Brutal Honesty]

5 questions financial advisors should include on the RTQ (but aren’t)

Hail, Mighty Amazon!

Are you sick of the BS yet?

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