Advice Mindset - Purpose and Principles featuring Breanna Blaney
Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all...
10 Heinä 202440min
The Evolution of Financial Education Featuring George Nichols III
What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial education as we chat with our friend George Nich...
20 Touko 202446min
Client Engagement vs. Satisfaction featuring Ashley Quamme
What’s more important - Client Satisfaction or Client Engagement? Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning p...
8 Touko 202444min
Are your estate documents in order? Featuring Cody Barbo
Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one ...
3 Huhti 202439min
Financial Advice in the convenience economy featuring Jamie Hopkins
What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over ex...
20 Maalis 202437min
The Struggles of Being a Dadpreneur
What is a REBL Dad? What are the struggles of being a dadpreneur? These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challengin...
28 Helmi 202444min
Do you have partners or vendors? Featuring Brad Johnson
Should financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like ...
25 Tammi 202443min
Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer i...
18 Joulu 202343min
