Sick of these BS Conferences
You have now entered The Conference Zone, a dimension as vast as it is phony and as timeless as it is vapid. It’s no exaggeration
August 23, 2019
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Cracking the Code of the Sudden Wealth Client
Does your website say this: I help affluent individuals and families, business owners, and people who have suddenly come into wealth. Sounds like a good
August 7, 2019
Let’s Get Past the Lip Service on Getting More Women into Finance
I was honored to speak with Dorothy Hinchcliff to talk about the real story. How can we get more women in finance? For those of
August 3, 2019
I Want Your Feedback On My Podcast (Please)
For those of you who have been so kind to listen to my podcast, thank you and please let me know how I can better
July 28, 2019
Preparing Your Clients for the Opioid Crisis
The profile of a drug addict has changed. It’s not a destitute person dressed in rags anymore who lives in a tent. It’s the people
July 22, 2019
Marketing Lab Rat
In this podcast I am joined by guest Taylor Schulte . We discuss exciting financial advisor marketing experiments we’ve done as well as their results!
July 17, 2019
43 Second Motivation from People Who are 4 and 3 Years Old
They say kids are smarter than we are…
July 8, 2019
Fiduciary Gangsta
This rap is dedicated to all of you fiduciaries out there. Fiduciary Gangsta. Music is “Under the Gun” by
July 3, 2019
Financial advisors should consider charging hourly fees!
In this blog/podcast we discuss hourly fee financial planners, the financial advisor hourly fee model, and the merits of charging by the hour for wealth
July 1, 2019
Innovate, Disrupt and Win!
On today’s show we have Eric Clarke of Orion Advisor Services who offers his perspective on Reg BI, Big Data, and being a leader not
June 24, 2019
