Between Now and Success
Episodes
Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
03 Apr 2025
Contributed by Lukas
Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Ya...
My 3 Polarities for 2025
01 Jan 2025
Contributed by Lukas
I discuss how well I executed on my 3 words from 2024 and then reveal why and how I'm changing the exercise for 2025. For 2025, I'm going to explore p...
Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry
19 Dec 2024
Contributed by Lukas
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ a...
Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients
10 Dec 2024
Contributed by Lukas
Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in ro...
10 Insights From 10 Years of Podcasting
20 Nov 2024
Contributed by Lukas
After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chap...
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
05 Nov 2024
Contributed by Lukas
Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nuts...
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
23 Oct 2024
Contributed by Lukas
Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning...
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month
09 Oct 2024
Contributed by Lukas
Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250...
Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self
24 Sep 2024
Contributed by Lukas
Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it...
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
10 Sep 2024
Contributed by Lukas
In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, h...
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
27 Aug 2024
Contributed by Lukas
Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal...
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell's AUM to $4B in Just 4 Years
14 Aug 2024
Contributed by Lukas
Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 ...
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints
01 Aug 2024
Contributed by Lukas
Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. D...
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
16 Jul 2024
Contributed by Lukas
Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in...
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick
03 Jul 2024
Contributed by Lukas
Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our phys...
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
19 Jun 2024
Contributed by Lukas
What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andre...
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
29 May 2024
Contributed by Lukas
Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom h...
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
13 May 2024
Contributed by Lukas
Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin di...
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates
09 Apr 2024
Contributed by Lukas
Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial ...
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele
12 Mar 2024
Contributed by Lukas
Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex's fifteen years of service in the wealth management indust...
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone
27 Feb 2024
Contributed by Lukas
Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for pl...
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
13 Feb 2024
Contributed by Lukas
Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial pl...
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm
30 Jan 2024
Contributed by Lukas
Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgi...
Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry
16 Jan 2024
Contributed by Lukas
Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999...
My 3 Words for 2024
01 Jan 2024
Contributed by Lukas
For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my be...
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
19 Dec 2023
Contributed by Lukas
Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I coul...
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months
05 Dec 2023
Contributed by Lukas
Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshe...
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan
21 Nov 2023
Contributed by Lukas
Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcas...
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
08 Nov 2023
Contributed by Lukas
Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pr...
Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most
24 Oct 2023
Contributed by Lukas
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planni...
Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen"
28 Sep 2023
Contributed by Lukas
Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the wor...
Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community
13 Sep 2023
Contributed by Lukas
Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager ...
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
22 Aug 2023
Contributed by Lukas
Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a thi...
How to Become a Masterful Storyteller
11 Aug 2023
Contributed by Lukas
Story is software for the heart. A great story well told is your greatest tool for influencing behavior. Your listeners can "call up" that story in...
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
01 Aug 2023
Contributed by Lukas
Guest: Tim Gerend, Executive Vice President and Chief Distribution Officer for Northwestern Mutual. In a Nutshell: You can't turn a tanker around in t...
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
11 Jul 2023
Contributed by Lukas
Guest: Cheryl Strauss Einhorn. Cheryl is the creator of The AREA Method, an evidence-based decision making system that uniquely controls for and count...
Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral
27 Jun 2023
Contributed by Lukas
Guest: Mark McGrath, CFP®, an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. In a Nutshell: Back in March, I saw...
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
13 Jun 2023
Contributed by Lukas
Guest: Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial Inc. in Toronto. Jason is a financial planner, writer, speaker, teac...
Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
30 May 2023
Contributed by Lukas
Guest: Danielle Howard, a Certified Financial Planner and the Founder of Wealth By Design, a boutique wealth services firm that works with individuals...
ChatGPT and I Recorded a Podcast
15 May 2023
Contributed by Lukas
Guest: ChatGPT, a natural language processing tool driven by AI technology that allows you to have human-like conversations and complete a variety of ...
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
02 May 2023
Contributed by Lukas
Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitc...
Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
18 Apr 2023
Contributed by Lukas
Guest: Amit Dogra, President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that adviso...
Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms
03 Apr 2023
Contributed by Lukas
Guest: Leslie Y. Tabor, Director of Business Consulting and Education at Charles Schwab Advisor Services. In a Nutshell: Most successful RIA leaders h...
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
14 Mar 2023
Contributed by Lukas
Guest: Gayle Colman, Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial de...
Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan
07 Mar 2023
Contributed by Lukas
Guest: Terry Foxworth CFP®, CLU, and his daughter, Morgan. Terry is the Managing Partner at Foxworth Advisors in Asheville, NC. Morgan is a student-a...
Mastering a Growth Mindset with Hightower's Scott Holsopple
01 Mar 2023
Contributed by Lukas
Guest: Scott Holsopple, the Chief Growth Officer at Hightower, one of the top RIA firms in the country with well over $100 billion in assets under man...
Building an Interconnected Technology Future with Ainslie Simmonds
21 Feb 2023
Contributed by Lukas
Guest: Ainslie Simmonds, President of Pershing X. In a Nutshell: For decades, technology has promised productivity boosts that would shorten work week...
How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman
14 Feb 2023
Contributed by Lukas
Like Miracle Mile Advisors, the path from where your firm is today to where you want it to be tomorrow is not a straight line up and to the right. You...
Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
06 Feb 2023
Contributed by Lukas
Pam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, in...
Using Theater and Linguistics Techniques to Train, Educate, and Engage an Audience with Andrew Kaye-Skinner
30 Jan 2023
Contributed by Lukas
Andrew Kaye-Skinner is a Senior Product Trainer for Advisor Group, which is one of the country's largest independent broker dealers. Andrew and I disc...
A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh
20 Jan 2023
Contributed by Lukas
Michael Fosnaugh is a Chicago-based Senior Managing Director and Co-Head of the Flagship Fund at Vista Equity Partners (Vista). Vista has over $95 bil...
Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa
13 Jan 2023
Contributed by Lukas
Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM. At the 2022 CAIS Alternative Investment Su...
A Guide to Private Credit Alternative Investments with John Christmas
09 Jan 2023
Contributed by Lukas
John Christmas is Co-Head of Business Development and Investor Relations at HPS Investment Partners, a global investment firm with approximately $92 b...
10 Key Ideas From My Top Podcasts of 2022
04 Jan 2023
Contributed by Lukas
Since 2014, I've published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podca...
My 3 Words for 2023
01 Jan 2023
Contributed by Lukas
For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my b...
Financial Advisor Michael Bradley on Starting From Scratch and "Doing Wealth Planning Differently"
15 Dec 2022
Contributed by Lukas
Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clie...
Overcoming Heartbreak Through CrossFit and Positive Psychology with Jess Bost
14 Dec 2022
Contributed by Lukas
There's no one predefined path that will lead us through the challenges and heartbreaks that we all face in life. Often times the best that we can do ...
Advisor Group's Shannon Larson on Scaling Shared Service and Alternative Investments
05 Dec 2022
Contributed by Lukas
Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent...
Alternatives Often Shine When Stocks and Bonds Burn with David Copeland
25 Nov 2022
Contributed by Lukas
David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as o...
Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop
14 Nov 2022
Contributed by Lukas
You don't reach the summit of 14,000 foot mountains more than 150 times without learning a few things along the way about life, health, and adventure....
3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison
07 Nov 2022
Contributed by Lukas
Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry's largest custodians. I sat down with Ben at the CAIS Alte...
Ben Jones on His 2,800-Mile Mountain Bike Ride Down the Continental Divide in 43 Days
17 Oct 2022
Contributed by Lukas
In this series of podcasts, I'm going to talk to financial professionals about their lives outside of the office: the passions, hobbies, experiences, ...
{Alts} The Case for Alternative Investments with Matt Brown
06 Oct 2022
Contributed by Lukas
Should you allocate to alternative investments? For decades, advisors to the wealthiest strata of investors offered offered access to investments be...
2 Exciting Podcast Updates
20 Sep 2022
Contributed by Lukas
Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I'm thr...
Best of: Using Your Relationship to Money as a Path to Personal and Professional Growth
12 Sep 2022
Contributed by Lukas
Today's guest is Brent Kessel. Brent is co-founder of Abacus Wealth Partners, which has more than 50 employees and more than $2 billion in assets unde...
Best of: Uncovering Your Client's Values and Motivations to Drive Desired Behavior
24 Aug 2022
Contributed by Lukas
My guest today, Dr. Eliott Berkman, is a tenured Associate Professor of Psychology at the University of Oregon, where he directs the Social and Effec...
Values-Based Financial Planning with Natalie Taylor
22 Jun 2022
Contributed by Lukas
What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is wh...
A Complete Guide to RIA Succession Planning with Paul Blease
31 May 2022
Contributed by Lukas
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power, the average age of a financial advisor is...
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
18 May 2022
Contributed by Lukas
In a Nutshell: Paul Blease's 40 years of experience in financial services covers everything from the big wirehouses to the largest independent RIAs. I...
Ric Edelman on How to Future Proof Your Practice
04 Feb 2022
Contributed by Lukas
Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and finan...
The Complete Guide to Webinar Marketing with Chris Ross
31 Jan 2022
Contributed by Lukas
In a Nutshell: Webinar marketing and digital communication is here to stay. In today's show, I talk to Eight Digit Media founder Chris Ross and we dis...
My 3 Words Review and My 4 Filters for 2022
01 Jan 2022
Contributed by Lukas
For seven years, I've started each year with 3 words that I've carefully chosen to motivate me, remind me, and guide me on my road to making the New Y...
Best of: Doug Lennick
14 Dec 2021
Contributed by Lukas
What is the "real value" that financial advisors deliver and that clients are willing to pay for? The value delivered by financial advisors has morphe...
Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy
24 Nov 2021
Contributed by Lukas
Guest: Ashley S. Murphy, CFP® AIF® CEPA™, Founder and Executive Director at Global Financial Planning Institute and Founder and Principle at Arete...
Lessons on Leadership Honed Through Decades of Experience with Securities America's Janine Wertheim
21 Sep 2021
Contributed by Lukas
Guest: Janine Wertheim, who recently retired from Securities America after spending 37 years with the company. Janine started shortly after the compan...
Best of: Erin Scannell
19 Aug 2021
Contributed by Lukas
9 months of job interviews. 27 "No's" from top advisory firms. 33,000 cold calls. That's all it took for Erin Scannell to open up his independent offi...
A Masterclass in Marketing with Patrick Brewer and Stephanie Bogan
12 Jul 2021
Contributed by Lukas
Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Pri...
A 4-Part Framework to Work with Families Who Desire Early Financial Independence with Jim Crider
01 Jul 2021
Contributed by Lukas
Jim Crider, CFP® and CEO of Intentional Living FP discusses how his desire to guide people through the personal stress that money can create led him ...
Becoming an Intentionally Human Financial Advisor with Clare Ciervo
22 Jun 2021
Contributed by Lukas
In a Nutshell: Technology is going to absorb most of the technical aspects of our work, so we have to become experts at what it means to be human. And...
How to Become Your Client's Retirement Coach with Mitch Anthony and Steve Sanduski
16 Jun 2021
Contributed by Lukas
Most advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anth...
Best of: Rebecca Rothstein
11 Jun 2021
Contributed by Lukas
What do you need to be a successful financial advisor? An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy co...
The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin and Adam Blumberg
25 May 2021
Contributed by Lukas
Episode: Joining me for this panel discussion on Bitcoin are: Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Weal...
How to Attract and Compensate A+ Team Members with Anand Sekhar
10 May 2021
Contributed by Lukas
In a Nutshell: Top-performing financial advisory firms create an employee value proposition that goes well beyond what you pay them. The firms that ar...
What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock
19 Apr 2021
Contributed by Lukas
Ready to take your marketing up a notch? Working with a PR firm can really accelerate both your media presence and your potential for growth. But PR i...
Bitcoin: Financial Advisors Must Respond to It
30 Mar 2021
Contributed by Lukas
Episode: Recently I was a guest on the Wicked Pissah Podcast, where I talked to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about how my lifelon...
Creating a Repeatable Marketing System That Generates Quality Leads with Jeremy Keil
22 Feb 2021
Contributed by Lukas
In a Nutshell: If you want to grow your business, you need to build out a systematic, repeatable action plan that will reach your ideal prospects and ...
Two Podcast Announcements
25 Jan 2021
Contributed by Lukas
Listen to this episode to learn about the change I'm making to Between Now and Success. The second announcement is the launch of my new podcast. You c...
Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech
11 Jan 2021
Contributed by Lukas
In a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shu...
My 3 Words for 2021
01 Jan 2021
Contributed by Lukas
Words have power, especially when you pick three of them at the beginning of the year and use them as a guide for the next 12 months. Life is filled w...
Special Announcement
21 Dec 2020
Contributed by Lukas
Barron's Advisor is the gold standard when it comes to advisor conferences, rankings, education, and practice management. I've had a longstanding rela...
Understanding Bitcoin and busting myths with Adam Blumberg
14 Dec 2020
Contributed by Lukas
In a Nutshell: Learn the basics and dispel the myths around Bitcoin so that you can provide advice that's in your clients' best interests. Guest: Adam...
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
07 Dec 2020
Contributed by Lukas
Paul Tudor Jones did it for hedge fund managers. Michael Saylor and Jack Dorsey did it for publicly traded companies. Now, Marty Bicknell is doing ...
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes with Dr. Preston Cherry
30 Nov 2020
Contributed by Lukas
In a Nutshell: As our industry evolves beyond money management, engaging with clients on their money-life issues and formative experiences surroundin...
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B with Steve Sanduski
16 Nov 2020
Contributed by Lukas
Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamon...
Bitcoin, MMT, and the Narratives That Shape Our Behavior with Nathaniel Whittemore
02 Nov 2020
Contributed by Lukas
In a Nutshell: In this era of "fake news" and deep divisions between people, understanding the context behind dominant narratives can help build brid...
How to Grow to $1 Billion in AUM and Beyond with Lisa Salvi and Catharine Aguilar
19 Oct 2020
Contributed by Lukas
In a Nutshell: The top 20% of RIAs aren't just the biggest. They're the firms whose best practices lead to sustained growth, high valuation, and an e...
A Holistic Approach to Effective Modern Leadership with Walter Booker
05 Oct 2020
Contributed by Lukas
In a Nutshell: Computers are for number crunching. When it comes to managing people, leaders have to nurture the qualitative if they want to drive qu...
Bonus Episode: Leading with Purpose with Dennis Morton
28 Sep 2020
Contributed by Lukas
Dennis Morton, Jr. CFP,® CHFC® is a Founder and Principal at Morton Brown Family Wealth in Allentown, PA. I've known Dennis for several years and he...
Adapting Your Leadership Style to Meet the Current Times with Cecile Munoz
21 Sep 2020
Contributed by Lukas
Imagine you've just given a fantastic presentation to a roomful of executives. You're pumped because you know all your preparation and rehearsal paid ...
Finding and Growing a Purpose-Fueled Niche with Samuel Deane
08 Sep 2020
Contributed by Lukas
Is the key to growing your business narrowing your niche? I know that sounds contradictory. And I know many advisors worry about the "Million-Dollar P...