Technology Singularity and the Client Experience – with Ron Carson
If you look at the difference between success and failure, many times it has to do with what we choose to spend our time on.
February 14, 2019
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Swag like Swedroe: Communication Tips from an Investment Thought Leader
What can I say, he’s got swag. And here’s what you can learn from him if you are an investment professional looking to stop being
February 7, 2019
Is the Future of Advisor Software Free?
While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. Today I’m talking to David Lyon,
January 23, 2019
Using Your CFA Designation to Power Your Private Wealth Practice
Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available
January 15, 2019
What’s Risk Got to do With It?
I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding
January 8, 2019
Blogging and marketing tips from Michael Kitces
Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for
December 14, 2018
The Cool Way to Sell Insurance – podcast with Barry Flagg
How do you sell insurance and sound cool? It’s really harder to do than you would think. Any mention of insurance is typically enough to
December 7, 2018
How to Not Screw Up Your Website with Dan Solin
Advisors are notoriously wasting money on their websites. If your website is failing to generate leads for you, it is because the content is not
December 4, 2018
How to Meet New Clients During the Holiday Season: Webinar Replay
The holidays is not typically thought of as the most opportune time for meeting new clients. In this webinar you’ll learn that the opposite is
November 28, 2018
Gameshow [Extremely Humorous]
This month’s gameshow was action packed, featuring judge Vikram Rajan of phoneBlogger.net and contestants Sheryl Garrett of the Garrett Planning Network and Scott Salaske of
October 28, 2018
