Between Now and Success
348 episodes - English - Latest episode: 18 days ago - ★★★★★ - 104 ratingsHost Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.
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Episodes
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
May 18, 2022 20:21 - 1 hour - 47.2 MBIn a Nutshell: Paul Blease's 40 years of experience in financial services covers everything from the big wirehouses to the largest independent RIAs. In the first of two conversations, Paul and I focus on the synergistic team model, which he believes is the best way for advisor CEOs to attract, retain, and maximize top talent, while also providing "white glove" service to all clients. Guest: Paul Blease, Co-Head of Invesco Global Consulting at Invesco U.S.
Ric Edelman on How to Future Proof Your Practice
February 04, 2022 17:08 - 58 minutes - 40.5 MBRapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business? In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor. 1...
The Complete Guide to Webinar Marketing with Chris Ross
January 31, 2022 16:00 - 1 hour - 64.6 MBIn 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 discuss a detailed, step-by-step strategy for generating tens of millions of new AUM each year from webinar marketing. And I'm not talking marketing fluff here. I have coaching clients who work with Chris and I've seen firsthand the results his team helps my clients deliver. Let's be honest, most advisors are not natural marketers. We'd rather s...
My 3 Words Review and My 4 Filters for 2022
January 01, 2022 11:45 - 19 minutes - 13.6 MBFor 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 Year my best year ever. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I identify my 3 words and then reviewing them on a daily basis, I have a daily reminder of my key focus for the year and this will (ideally) help me stay on track and on...
Best of: Doug Lennick
December 14, 2021 16:04 - 1 hour - 57.6 MBWhat is the “real value” that financial advisors deliver and that clients are willing to pay for? The value delivered by financial advisors has morphed over time. Decades ago, it was picking stocks and facilitating transactions. Then asset allocation and money management came into vogue. In the past 15 years, financial planning has become popular in parallel with the rise of financial planning software such as MoneyGuidePro, eMoney, and NaviPlan. Underlying this has been the accelerating...
Planning For Your Goals, Dreams, and Aspirations with Ashley Murphy
November 24, 2021 20:13 - 1 hour - 46.3 MBGuest: Ashley S. Murphy, CFP® AIF® CEPA™, Founder and Executive Director at Global Financial Planning Institute and Founder and Principle at Arete Wealth Strategists. Insight: Where do you want to be at the end of next year? Most of us can see the top-line goals we want to achieve. What's harder is identifying the smaller steps you have to take every day to get to that destination. And what's harder still is having the discipline to keep taking those steps, even on the days when you're jus...
Planning For Your Goals, Dreams, and Aspirations
November 24, 2021 20:13 - 1 hour - 46.3 MBGuest: Ashley S. Murphy, CFP® AIF® CEPA™, Founder and Executive Director at Global Financial Planning Institute and Founder and Principle at Arete Wealth Strategists. Insight: Where do you want to be at the end of next year? Most of us can see the top-line goals we want to achieve. What's harder is identifying the smaller steps you have to take every day to get to that destination. And what's harder still is having the discipline to keep taking those steps, even on the days when you're jus...
Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim
September 21, 2021 19:17 - 53 minutes - 37 MBGuest: Janine Wertheim, who recently retired from Securities America after spending 37 years with the company. Janine started shortly after the company was founded and served in a variety of leadership roles. Most recently, Janine was President of Securities America Advisors, which is the $75 billion RIA firm she and a small team founded back in 1994. Insight: I started my financial services career working for Janine back in 1993. Under her leadership, we built Securities America Advisors,...
Best of: Erin Scannell
August 19, 2021 15:45 - 1 hour - 44.8 MB9 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 office and land his first client back in 1999. Few people would have powered through that long, but as Erin Scannell explains on today’s podcast, he learned some hard lessons in perseverance and resilience growing up that continue to motivate him to this day. Erin is the founder and CEO of Heritage Wealth Advisors in the Seattle area, where h...
A Masterclass in Marketing with Patrick Brewer and Stephanie Bogan
July 12, 2021 20:09 - 1 hour - 59.2 MBGuests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He’s also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change the...
A Masterclass in Marketing
July 12, 2021 20:09 - 1 hour - 59.2 MBGuests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He’s also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change the...
A 4-Part Framework to Work with Families Who Desire Early Financial Independence
July 01, 2021 17:59 - 19 minutes - 14.4 MBJim 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 to a career in financial services and, ultimately, founding his own firm.
A 4-Part Framework to Work with Families Who Desire Early Financial Independence with Jim Crider
July 01, 2021 17:59 - 19 minutes - 14.4 MBJim 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 to a career in financial services and, ultimately, founding his own firm.
Becoming an Intentionally Human Financial Advisor with Clare Ciervo
June 22, 2021 16:38 - 52 minutes - 35 MBIn 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 advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves. Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.
Becoming an Intentionally Human Financial Advisor
June 22, 2021 16:38 - 52 minutes - 35 MBIn 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 advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves. Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.
How to Become Your Client's Retirement Coach with Mitch Anthony and Steve Sanduski
June 16, 2021 17:43 - 20 minutes - 12.9 MBMost advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement. For the full presentation, please register for our free webinar on June 29 at 2:00 ET. To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg This program ha...
How to Become Your Client's Retirement Coach
June 16, 2021 17:43 - 20 minutes - 12.9 MBMost advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement. For the full presentation, please register for our free webinar on June 29 at 2:00 ET. To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg This program ha...
Best of: Rebecca Rothstein
June 11, 2021 13:43 - 59 minutes - 55.3 MBWhat 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 connections that you can network? An "in" at one of the major firms? Well, Rebecca Rothstein doesn't check off any of those boxes, and she's currently managing over $4.5 billion in AUM. Without even a high school degree, Rebecca left home at age 17. She bounced through a series of odd jobs -- including walking racehorses after they'd fini...
The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors
May 25, 2021 14:36 - 56 minutes - 38.5 MBEpisode: Joining me for this panel discussion on Bitcoin are: Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you’re going to get from clients: What is this? Should I invest in it?
The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin and Adam Blumberg
May 25, 2021 14:36 - 56 minutes - 38.5 MBEpisode: Joining me for this panel discussion on Bitcoin are: Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you’re going to get from clients: What is this? Should I invest in it?
How to Attract and Compensate A+ Team Members
May 10, 2021 21:18 - 1 hour - 41.9 MBIn a Nutshell: Top-performing financial advisory firms create an employee value proposition that goes well beyond what you pay them. The firms that are attracting and retaining top talent have developed multi-faceted strategies that address team members' financial desires as well as their innate desire to connect with something bigger that inspires them to do their best work. Guest: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity Investments.
How to Attract and Compensate A+ Team Members with Anand Sekhar
May 10, 2021 21:18 - 1 hour - 41.9 MBIn a Nutshell: Top-performing financial advisory firms create an employee value proposition that goes well beyond what you pay them. The firms that are attracting and retaining top talent have developed multi-faceted strategies that address team members' financial desires as well as their innate desire to connect with something bigger that inspires them to do their best work. Guest: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity Investments.
What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock
April 19, 2021 20:11 - 1 hour - 54.1 MBReady 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 isn't something an advisor can just outsource and forget about; you have to be prepared to invest both your time and your money to get the most out of this relationship. Guest: Jason Lahita and Jimmy Moock of StreetCred Communications, a public relations company specializing in the financial services sector.
Bitcoin: Financial Advisors Must Respond to It
March 30, 2021 20:02 - 1 hour - 42.6 MBEpisode: 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 lifelong interest in finance and tech led me to investigate bitcoin's potential as digital money and a store of value. Today's episode is a rebroadcast of that show. Insight: I believe that our global financial systems are at an inflection point. You don't have to agree with me about the role that Bitcoin might play in this transition. But you do need ...
Creating a Repeatable Marketing System That Generates Quality Leads with Jeremy Keil
February 22, 2021 22:13 - 57 minutes - 46.3 MBIn 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 motivate them to make some positive changes in their lives — including working with you. Guest: Jeremy Keil is a CFP, CFA, CIMA, and founder of Keil Financial Partners in New Berlin, WI. My Key Takeaways: Be specific. Jeremy’s firm is laser-focused on helping folks 55 and older transition into retirement. All their branding and messaging r...
Creating a Repeatable Marketing System That Generates Quality Leads
February 22, 2021 22:13 - 57 minutes - 46.3 MBIn 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 motivate them to make some positive changes in their lives — including working with you. Guest: Jeremy Keil is a CFP, CFA, CIMA, and founder of Keil Financial Partners in New Berlin, WI. My Key Takeaways: Be specific. Jeremy’s firm is laser-focused on helping folks 55 and older transition into retirement. All their branding and messaging r...
Two Podcast Announcements
January 25, 2021 20:38 - 7 minutes - 5.45 MBListen 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 can subscribe to it here: https://stevesanduski.com/dma/
Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech
January 11, 2021 21:14 - 24 minutes - 16.9 MBIn a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value. Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors. My Key Takeaways: We need a true advisor desktop platform. Marty believes the independent space still lacks a unified advisor desktop platform a...
My 3 Words for 2021
January 01, 2021 12:00 - 17 minutes - 15.8 MBWords 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 with distractions and it’s so easy to let the “stuff” of life knock us off the path we planned to follow at the beginning of the year. But an exercise I picked up from Chris Brogan called My 3 Words helps me stay on that path regardless of what life throws at me. The idea is simple. Pick 3 words that motivate you, remind you, and guide you o...
Special Announcement
December 21, 2020 20:05 - 12 minutes - 12.9 MBBarron’s Advisor is the gold standard when it comes to advisor conferences, rankings, education, and practice management. I’ve had a longstanding relationship with them and am thrilled to announce our new collaboration. Learn all the details in today’s short episode. And be sure to visit: https://stevesanduski.com/barronspodcast/
Understanding Bitcoin and busting myths with Adam Blumberg
December 14, 2020 20:01 - 1 hour - 46.5 MBIn 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 Blumberg, CFP, co-founder of Interaxis, a company that provides research and education to advisors and companies in the cryptocurrency, digital assets, blockchain, and DeFi space. My Key Takeaways: Money is complicated. Money's been called many things and we discuss some of its key properties and why Bitcoin may just be the ultimate mani...
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
December 07, 2020 19:16 - 28 minutes - 20.5 MBPaul Tudor Jones did it for hedge fund managers. Michael Saylor and Jack Dorsey did it for publicly traded companies. Now, Marty Bicknell is doing it for RIAs and he discusses it with me on my new podcast. Once called “rat poison squared” by Warren Buffett, bitcoin is now going mainstream. After a tumultuous 12-year existence punctuated by head-spinning bull markets, devasting declines, exchange hacks, and its use in criminal activities, bitcoin has grown into adulthood. Bicknell...
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes with Dr. Preston Cherry
November 30, 2020 19:48 - 56 minutes - 38.7 MBIn a Nutshell: As our industry evolves beyond money management, engaging with clients on their money-life issues and formative experiences surrounding money will be one of your most valuable services. Guest: Dr. Preston Cherry, the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also an Assistant Professor of Finance & Personal Financial Planning at the University of Wis...
Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes
November 30, 2020 19:48 - 56 minutes - 38.7 MBIn a Nutshell: As our industry evolves beyond money management, engaging with clients on their money-life issues and formative experiences surrounding money will be one of your most valuable services. Guest: Dr. Preston Cherry, the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also an Assistant Professor of Finance & Personal Financial Planning at the University of Wis...
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B
November 16, 2020 19:19 - 52 minutes - 41.2 MBMindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a financial advisor, especially an RIA CEO who wants to grow a lasting business. Some of the most common problem areas that the advisors I coach ...
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B with Steve Sanduski
November 16, 2020 19:19 - 52 minutes - 41.2 MBMindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a financial advisor, especially an RIA CEO who wants to grow a lasting business. Some of the most common problem areas that the advisors I coach ...
Bitcoin, MMT, and the Narratives That Shape Our Behavior with Nathaniel Whittemore
November 02, 2020 18:00 - 52 minutes - 38.3 MBIn a Nutshell: In this era of "fake news" and deep divisions between people, understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward. Guests: Nathaniel Whittemore, a strategy and communications consultant for leading crypto companies as well as the host of The Breakdown, which is my favorite podcast in the crypto world. Nathaniel was also a principle at the venture capital firm Learn Capital and he was on the founding team o...
Bitcoin, MMT, and the Narratives That Shape Our Behavior
November 02, 2020 18:00 - 52 minutes - 38.3 MBIn a Nutshell: In this era of "fake news" and deep divisions between people, understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward. Guests: Nathaniel Whittemore, a strategy and communications consultant for leading crypto companies as well as the host of The Breakdown, which is my favorite podcast in the crypto world. Nathaniel was also a principle at the venture capital firm Learn Capital and he was on the founding team o...
How to Grow to $1 Billion in AUM and Beyond
October 19, 2020 20:12 - 58 minutes - 45.6 MBIn 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 enduring business. Guests: Lisa Salvi, Vice President, Advisor Services, Charles Schwab and Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors. My Key Takeaway: To prepare your firm to make a big leap in 2021: Standardize your workflow, write out your plans, and strengthen your value proposition by creating a clear, defin...
How to Grow to $1 Billion in AUM and Beyond with Lisa Salvi and Catharine Aguilar
October 19, 2020 20:12 - 58 minutes - 45.6 MBIn 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 enduring business. Guests: Lisa Salvi, Vice President, Advisor Services, Charles Schwab and Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors. My Key Takeaway: To prepare your firm to make a big leap in 2021: Standardize your workflow, write out your plans, and strengthen your value proposition by creating a clear, defin...
A Holistic Approach to Effective Modern Leadership with Walter Booker
October 05, 2020 19:58 - 1 hour - 49 MBIn a Nutshell: Computers are for number crunching. When it comes to managing people, leaders have to nurture the qualitative if they want to drive quantitative results. Guest: Walter Booker, the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the RIA sector, along with its affiliate, The Hamburger Law Firm. My Key Takeaway: To take a holistic approach to managing your team: Focus on the "soft stuff." Teaching your peop...
A Holistic Approach to Effective Modern Leadership
October 05, 2020 19:58 - 1 hour - 49 MBIn a Nutshell: Computers are for number crunching. When it comes to managing people, leaders have to nurture the qualitative if they want to drive quantitative results. Guest: Walter Booker, the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the RIA sector, along with its affiliate, The Hamburger Law Firm. My Key Takeaway: To take a holistic approach to managing your team: Focus on the "soft stuff." Teaching your peop...
Bonus Episode: Leading with Purpose with Dennis Morton
September 28, 2020 21:05 - 1 hour - 45.4 MBDennis 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 and his co-founder and business partner, Kathryn Brown, have built a really outstanding firm. He also hosts one of my favorite podcasts, "Leading with Purpose." Dennis was kind enough to let me share this outstanding episode on developing versatile leadership. Joining Dennis for this conversation about leadership, blind spots, and adaptability...
Adapting Your Leadership Style to Meet the Current Times
September 21, 2020 20:26 - 1 hour - 45.6 MBImagine you’ve just given a fantastic presentation to a roomful of executives. You’re pumped because you know all your preparation and rehearsal paid off. And you can tell from the energy in the room that your audience was knocked out too. Then, as you’re shaking hands, one of the execs “compliments” you by saying they were amazed by your intelligence because given your ethnicity, it had predestined you to a life of mediocrity. That’s exactly what happened to today’s podcast guest, Cecile ...
Adapting Your Leadership Style to Meet the Current Times with Cecile Munoz
September 21, 2020 20:26 - 1 hour - 45.6 MBImagine you’ve just given a fantastic presentation to a roomful of executives. You’re pumped because you know all your preparation and rehearsal paid off. And you can tell from the energy in the room that your audience was knocked out too. Then, as you’re shaking hands, one of the execs “compliments” you by saying they were amazed by your intelligence because given your ethnicity, it had predestined you to a life of mediocrity. That’s exactly what happened to today’s podcast guest, Cecile ...
Finding and Growing a Purpose-Fueled Niche with Samuel Deane
September 08, 2020 14:06 - 55 minutes - 41 MBIs the key to growing your business narrowing your niche? I know that sounds contradictory. And I know many advisors worry about the “Million-Dollar Prospect” who swipes past your firm because she's a pediatrician and you specialize in orthodontists. But if you're one of 10 advisors in town that offer the same services, you have a 10% chance of winning a prospect. If your specialization, your marketing, and your values set you apart, then prospects who are drawn to your firm have a binar...
Finding and Growing a Purpose-Fueled Niche
September 08, 2020 14:06 - 55 minutes - 41 MBIs the key to growing your business narrowing your niche? I know that sounds contradictory. And I know many advisors worry about the “Million-Dollar Prospect” who swipes past your firm because she's a pediatrician and you specialize in orthodontists. But if you're one of 10 advisors in town that offer the same services, you have a 10% chance of winning a prospect. If your specialization, your marketing, and your values set you apart, then prospects who are drawn to your firm have a binar...
The Wild 5,000 Year Ride of Money with Michael Casey
August 24, 2020 20:02 - 1 hour - 50.7 MBDue to advances in technology and the rise of centralized systems that limit privacy, the very nature of how we think about money and the government’s role in it is evolving. The clearest manifestation of this is the rise of cryptocurrencies, of which bitcoin is the most prominent. In today's conversation, we go back 5,000 years to explore the beginning of money and then trace how the way we think about money and how we distribute money has evolved over time. Along the way, we touch on g...
The Wild 5,000 Year Ride of Money
August 24, 2020 20:02 - 1 hour - 50.7 MBDue to advances in technology and the rise of centralized systems that limit privacy, the very nature of how we think about money and the government’s role in it is evolving. The clearest manifestation of this is the rise of cryptocurrencies, of which bitcoin is the most prominent. In today's conversation, we go back 5,000 years to explore the beginning of money and then trace how the way we think about money and how we distribute money has evolved over time. Along the way, we touch on g...
Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human
August 10, 2020 20:09 - 1 hour - 53.1 MBIn a Nutshell: To stand out from all the fake news and clickbait cluttering your audience's inboxes, you have to produce content that's authentic, entertaining, interesting, and above all, human. Guest: Brooke Southall, the founder of RIABiz. Back in 2009, Brooke built his online-only news publication on traditional journalistic values like using multiple sources and editorial analysis. Brooke and his team captured the rise of new models for providing client-first financial advice against ...