How to Take Action When You Know Too Much
We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back?As leaders in this industry, we...
15 Maj 202529min
The Future is Built Not Bought
The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can fu...
8 Maj 202535min
You're Not in Control and That's Okay
We like to believe our success comes from skill and hard work—and when things don’t go our way, it’s easy to blame external forces. But the truth is, luck and timing often play a bigger role in outcom...
1 Maj 202531min
Build Legacy, Not Just Wealth
Curiosity isn’t just a trait—it’s a strategic advantage in today’s advisory world. In my latest conversation on The FutureProof Advisor, I sat down with Jerry Sneed of Procyon Partners to unpack how a...
24 Apr 202535min
Curiosity Is Your Super Power
Curiosity isn't just a nice-to-have trait—it’s a necessary fuel for leadership, growth, and long-term success. When approached with depth and intentionality, curiosity becomes the key to evolving our ...
17 Apr 202531min
Don't Let Tech Leave You Behind
Building a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect or...
10 Apr 202535min
Your Brain is Playing Tricks on You
Our minds often deceive us, shaping our perceptions in ways we don’t realize. Cognitive biases influence decision-making, memory, and our ability to adapt. By understanding these mental traps, we can ...
3 Apr 202537min
The Power of Reflection and Strategy
The future of financial advisory isn’t just about keeping up—it’s about staying ahead. Erin Voisin of EP Wealth Advisors shares how forward-thinking firms can create a culture that anticipates client ...
27 Mars 202532min
