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Positivity Pill. I’m writing you the prescription.
This podcast is about staying positive in the face of challenges and also I am going to give you 5 concrete and tangible ideas about
We’re Zooming!
An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas! I love it. And while the in person conference industry goes
Go get 20
Hang in with me as I tell a personal story about how I am turning the City of New York upside down searching for the
Has anyone else lost their *#%@ mind yet?
Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new
3 Ways to Use a Face Mask to Get New Clients
Yes, this podcast is literally about how financial advisors can use a face mask to get new clients.
What will financial planning look like in 10 years?
In this podcast with John Anderson of SEI, you will learn what the future of financial planning is likely to be. We will ponder these
That star spangled banner still waves!
Our National Anthem has a special meaning to me – especially in times like these. If America is going to be saved, it is going
Will anyone pay me $10k in AUM fees during a market crisis?
Financial advisors who are wondering if it is possible to close any new clients and gain new AUM during a market crisis should listen to
Say “FU” to the SBA Loan
I see some of you financial advisors taking the SBA loan. WTF. Say no to this drug dealing, no money having, broke as F drug