Here are some examples of things Ethical Financial Advisors do
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody
April 21, 2022
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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,
April 11, 2022
Here’s why flat fee financial advisors are about to take your clients…
Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have
March 14, 2022
Blockchain, DAOs, Web 3.0 and other “Star Wars stuff” with crypto financial advisor Ryan Firth
You are traveling through another dimension, a dimension not only of sight and sound but of volatility. Welcome to the crypto zone. In this interview
February 28, 2022
How to succeed as a financial advisor: BEST OR BUST
Here’s a really simple take on how to succeed as a financial advisor. If I were to be on my deathbed, there is one thing
February 11, 2022
Tips for building a trans-friendly financial advisor practice
I have to admit, I didn’t know much about transgender people before making this podcast. But I’m glad I took the time to learn, because
November 15, 2021
7 healthy and slightly weird holiday gift ideas for financial advisors to give to their clients
I know we mean to be festive, but when we holiday gift to our clients, we mostly end up giving them the gift of bad
November 1, 2021
How to talk to a grieving widow: ask to learn, not to fix
Being a financial advisor for widows requires a high degree of empathy and compassion. In this podcast, Kathi Balasek joins us to teach how to
October 18, 2021
What the best financial advisors do (that others don’t)
There are a lot of BS opinions on this topic, so I wanted to establish a non-crap response to the question. Here’s what the best
October 11, 2021
How should financial advisors solicit client feedback?
In today’s show we have Steve Wershing, President of the Client Driven Practice, to talk about financial advisor client feedback. We’ll talk about whether or
June 28, 2021
