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
Future of FinTech Part 2: Highlights from Orion Advisor's Fuse 2016 Event
September 27, 2016 20:59 - 55 minutes - 50.6 MBThe second of two special episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Ad...
Future of FinTech Part 1: Highlights from Orion Advisor's Fuse 2016 Event
September 27, 2016 17:00 - 51 minutes - 72.8 MBThis is the first of two episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Adv...
How financial planning will change as people live to 100 with Professor Andrew Scott
September 19, 2016 00:17 - 42 minutes - 38.7 MBThe nature of financial planning advice will change dramatically as it becomes common for people to live to 100. The idea of a three-stage life where we go to school for 20 years, work for 40, then retire for 20 and die will go away. It will be replaced by a non-linear, multi-stage life where people will cycle in and out of education, work, leisure, re-creation, sabbatical, gig economy, and encore careers. How we define what an "asset" is will change and the ability to enhance your "inta...
How financial planning will change as people live to 100
September 19, 2016 00:17 - 42 minutes - 38.7 MBThe nature of financial planning advice will change dramatically as it becomes common for people to live to 100. The idea of a three-stage life where we go to school for 20 years, work for 40, then retire for 20 and die will go away. It will be replaced by a non-linear, multi-stage life where people will cycle in and out of education, work, leisure, re-creation, sabbatical, gig economy, and encore careers. How we define what an "asset" is will change and the ability to enhance your "inta...
Should you cut your AUM advisor fee in half with J.D. Bruce and Billy Oliverio
September 11, 2016 23:55 - 21 minutes - 33.3 MBWhat if you cut your AUM advisor fee in half and made up the difference by charging a retainer fee? That's what multi-billion dollar RIA firm Abacus Wealth Partners is experimenting with. With the DOL rule and increasing pressure on firms to be more transparent with their pricing, we're starting to see firms experiment with their advisor fee. In an earlier episode, I talked to Scott MacKillop who founded third-party investment firm First Ascent Asset Management. His firm capped its advis...
Should you cut your AUM advisor fee in half?
September 11, 2016 23:55 - 21 minutes - 33.3 MBWhat if you cut your AUM advisor fee in half and made up the difference by charging a retainer fee? That's what multi-billion dollar RIA firm Abacus Wealth Partners is experimenting with. With the DOL rule and increasing pressure on firms to be more transparent with their pricing, we're starting to see firms experiment with their advisor fee. In an earlier episode, I talked to Scott MacKillop who founded third-party investment firm First Ascent Asset Management. His firm capped its advis...
How a startup investment firm is blowing up the AUM pricing model with Scott MacKillop
September 05, 2016 17:47 - 44 minutes - 40.4 MBIt doesn’t cost twice as much to manage a $1 million portfolio as it does a $500,000 portfolio so why do clients have to pay twice as much? That question is getting asked more frequently and we are starting to see advisors and money managers move to a flat-fee pricing model in response. Long-time industry veteran Scott MacKillop is today’s podcast guest and he recently launched a new third-party money management firm called First Ascent Asset Management that charges a maximum fee of $1,500...
How a startup investment firm is blowing up the AUM pricing model
September 05, 2016 17:47 - 44 minutes - 40.4 MBIt doesn’t cost twice as much to manage a $1 million portfolio as it does a $500,000 portfolio so why do clients have to pay twice as much? That question is getting asked more frequently and we are starting to see advisors and money managers move to a flat-fee pricing model in response. Long-time industry veteran Scott MacKillop is today’s podcast guest and he recently launched a new third-party money management firm called First Ascent Asset Management that charges a maximum fee of $1,500...
This is what inspired me recently
August 29, 2016 07:00 - 35 minutes - 34.6 MBFor many years, I've started each business day by writing down my prioritized list of actions. I then spend a couple minutes searching for a quote that speaks to me that day and I write that quote on the top of my list. When that's done, I print the list and keep it on the top of my desk so it's front and center during the day. For today's show, I’m going to share with you 10 quotes that made my list recently and describe why they spoke to me and why you may be able to benefit from them, t...
Blockchain: What is it and why should financial advisors care about it with Alex Tapscott
August 19, 2016 18:57 - 45 minutes - 30.9 MBToday’s podcast guest, Alex Tapscott, is the co-author of an important new book called, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World. Alex describes blockchain as a vast, global distributed ledger where digital assets can be moved, stored, and managed securely and privately and where trust doesn’t need to be established by a third-party or an intermediary, but rather can be established in collaboration, cryptography and clever code. ...
Blockchain: What is it and why should financial advisors care about it?
August 19, 2016 18:57 - 45 minutes - 30.9 MBToday’s podcast guest, Alex Tapscott, is the co-author of an important new book called, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World. Alex describes blockchain as a vast, global distributed ledger where digital assets can be moved, stored, and managed securely and privately and where trust doesn’t need to be established by a third-party or an intermediary, but rather can be established in collaboration, cryptography and clever code. ...
7 traits of CEOs running billion-dollar RIAs
August 14, 2016 16:34 - 26 minutes - 25.4 MBHow do you build and manage a fast-growing billion-dollar RIA? What is the role of the CEO in this type of company? As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management. Over the past few years, I’ve worked with and had dozens of conversations with leading advi...
Investopedia CEO David Siegel Discusses How Financial Education Generates 20 Million Unique Visitors a Month
August 08, 2016 09:00 - 49 minutes - 43.8 MBFinancial education is hot and it’s a great way to build your business. Investopedia generates more than 20 million monthly unique visitors to its website by offering the public (and financial advisors) educational articles, Q&As, and videos. Ric Edelman built a $16 billion RIA by educating the public through books, seminars, radio and TV shows, podcasts, and newsletters. And I’m using the same concept to build Belay Advisor by educating financial advisors through my podcast, blog, webinars...
17 Financial Industry Execs Tried to Climb Mt. Shasta. Here's What Happened.
July 30, 2016 09:40 - 33 minutes - 39.8 MBWhat's it like to climb Mt. Shasta with a hard-charging group of financial industry executives? What goes on behind the scenes to prepare for the climb and who made it to the top? And how do you deal with a major accident before the climb even starts? In today’s episode, I take you behind the scenes in the Skip and Chip Excellent Adventure 5.0. Skip Schweiss of TD Ameritrade and Chip Roame of Tiburon Strategic Advisors organize an adventure trip each year and this year's destination was Mt...
5 Key ways for financial advisors to succeed in digital marketing with Mitch Joel
July 23, 2016 13:15 - 45 minutes - 43.5 MBIf you want to succeed in digital marketing, you can’t use yesterday’s strategies. Today’s most successful digital marketers take full advantage of the major digital networks and are creating content that is relevant, engaging, and share worthy. In today’s episode, I chat with Mitch Joel. Mitch is President of Mirum - a global digital marketing agency with over 2000 employees. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading...
5 Key ways for financial advisors to succeed in digital marketing
July 23, 2016 13:15 - 45 minutes - 43.5 MBIf you want to succeed in digital marketing, you can’t use yesterday’s strategies. Today’s most successful digital marketers take full advantage of the major digital networks and are creating content that is relevant, engaging, and share worthy. In today’s episode, I chat with Mitch Joel. Mitch is President of Mirum - a global digital marketing agency with over 2000 employees. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading...
Best of: Billionaire Eli Broad on How Being Unreasonable Led to Founding Two Fortune 500 Companies (07/18/16)
July 18, 2016 17:00 - 25 minutes - 26.3 MBNote: This episode originally ran on July 18, 2016 Eli Broad is the billionaire founder of two Fortune 500 companies—Kaufman & Broad (now KB Home) and SunAmerica. You don’t reach that level of success by doing things just like everybody else does. Broad said ‘being unreasonable” led him to generate massive results. Listen to the podcast to learn 7 key business insights from his autobiography, The Art of Being Unreasonable, that illustrate how you can apply “being unreasonable” to jumpsta...
Billionaire Eli Broad on How Being Unreasonable Led to Founding Two Fortune 500 Companies
July 18, 2016 12:37 - 25 minutes - 26.3 MBEli Broad is the billionaire founder of two Fortune 500 companies—Kaufman & Broad (now KB Home) and SunAmerica. You don’t reach that level of success by doing things just like everybody else does. Broad said ‘being unreasonable” led him to generate massive results. Listen to the podcast to learn 7 key business insights from his autobiography, The Art of Being Unreasonable, that illustrate how you can apply “being unreasonable” to jumpstart your success. Here's the first one. 1. In order ...
A little-used strategy that could add tens of millions to your AUM
July 09, 2016 20:21 - 33 minutes - 32.9 MBWhen your clients sell their business, are you frustrated that you don't always add the resulting windfall to your AUM? There's a simple way to insert yourself in the sales process, add more value to your clients, and ensure you get your fair share of the proceeds to manage. One of the objectives of my podcast is to help advisors figure out ways to add more value to their client relationships that goes beyond money management. Today, we'll discuss how you can add tremendous value to your...
Jeff Dekko's fresh thinking about leadership and marketing adds $6 billion to his firm's AUM
June 29, 2016 12:56 - 40 minutes - 37.5 MBYou could be the smartest, most technically competent financial advisor in the country but without solid leadership and a marketing plan, you’ll be like the lonely Maytag repairman. Few RIAs have been as successful at building their business through good old fashioned business leadership and sophisticated marketing than Wealth Enhancement Group (WEG). This multi-billion dollar RIA has an impressive management philosophy and marketing machine that is firing on all cylinders. CEO Jeff Dekk...
How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience with Eric Roberge, Alex Benke, and Lex Sokolin
June 13, 2016 07:00 - 56 minutes - 52 MBProviding great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel. Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences. I recently moderated a panel...
How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience
June 13, 2016 07:00 - 56 minutes - 52 MBProviding great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel. Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences. I recently moderated a panel...
My key practice management takeaways from the Envestnet Advisor Summit
June 01, 2016 10:00 - 27 minutes - 24.8 MBThe Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska! Here are six of my takeaways from the event plus a bonus interview with Vestorly co-founder Justing Wisz. Make sure you listen all the way to the end as I ask Justin what was t...
How to answer a prospect's "Why Should I Choose You?" question
May 23, 2016 07:00 - 43 minutes - 40.2 MBIf a prospect asked you, "Why should I choose you?," could you answer it in seven words or less? In this world of short attention spans, you better be able to. The rap on financial advisors is they all sound the same. In the past, you could get away with that because there was so much business to go around and consumers were less discerning. Today, it's a much more competitive world and this means you must find a way to become "uniquely remarkable" or else resign yourself to commodity leve...
How to answer a prospect's "Why Should I Choose You?" question with Ian Chamandy
May 23, 2016 07:00 - 43 minutes - 40.2 MBIf a prospect asked you, "Why should I choose you?," could you answer it in seven words or less? In this world of short attention spans, you better be able to. The rap on financial advisors is they all sound the same. In the past, you could get away with that because there was so much business to go around and consumers were less discerning. Today, it's a much more competitive world and this means you must find a way to become "uniquely remarkable" or else resign yourself to commodity leve...
Part II of our series on top takeaways from America's Top Advisors
May 16, 2016 07:00 - 35 minutes - 32.8 MBThe top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of...
Barron's Top Independent Advisors Summit 2016, Key Takeaways, Part II
May 16, 2016 07:00 - 35 minutes - 32.8 MBThe top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of...
America's top advisors share 6 key ways to reach the peak
May 10, 2016 07:00 - 36 minutes - 33.4 MBAmerica's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors. This is part I of a two-part podcast. Ma...
Barron's Top Independent Advisors Summit 2016, Key Takeaways, Part I
May 10, 2016 07:00 - 36 minutes - 33.4 MBAmerica's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors. This is part I of a two-part podcast. Ma...
Retirement planning is dying and being replaced by a reimagined client experience
May 06, 2016 07:00 - 11 minutes - 10.2 MBFinancial advisors used to get paid for managing money to help clients safely reach their retirement goal. Going forward, financial advisors will get paid for creating a client experience that shepherds their clients through a lifetime of experiences and transitions that taken together, add up to a life well lived. In today's podcast, I touch on a major shift I see happening in the industry. The shift is from the destination (retirement) to the client experience (here and now). Three for...
3 things I learned when top professional speaker Michael Port critiqued my performance
April 29, 2016 07:00 - 13 minutes - 12.6 MBI’ve always taken the attitude that you’re never too smart to learn or too good to improve. So even though I get paid handsomely as a professional speaker, there’s always room to become better. And at a recent Master Class with top professional speaker Michael Port, I picked up three excellent speaking tips when he critiqued my performance. Michael was a guest on my podcast (Read the show notes/listen to it here) and I was looking forward to meeting him in person at the Social Media Marketi...
How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years
April 25, 2016 07:00 - 54 minutes - 49.7 MBRic Edelman is one of those rare people who can make bold, provocative statements AND have the experience and track record to prove that he’s not just blowing smoke. If you ask industry people who has been the most successful financial advisor over the past 30 years, Ric Edelman would likely top the list. Starting from scratch in the 1980’s, Ric built a juggernaut with 30,000 clients, 125 financial advisors, 500 employees in 42 offices, and $15 billion in AUM. When I asked Ric what the nex...
6 top advisors share what they wish they could do over
April 15, 2016 07:00 - 17 minutes - 16.3 MBKnowing what you know now, what would you do over if you could restart your business today? I posed this question to 6 successful advisors and their answers were insightful. And here's the funny thing, you can implement these ideas now and benefit from their hard-fought mistakes. You'll also hear my color commentary on each of their do overs.
MIT research fellow has mind-blowing thoughts on the future of advice
April 11, 2016 07:00 - 1 hour - 56.7 MBHow well are you using advisor technology to automate your business, augment your work as an advisor, and segment and personalize the value you deliver to your clients? Have you thought strategically about your business model and how you use technology to support it in a profitable way? In today's show, I chat with Michael Schrage, who is one of the world's most provocative thought leaders on innovation. He's also a research fellow at the MIT Sloan School’s Center for Digital Business, a co...
MIT research fellow Michael Schrage has mind-blowing thoughts on the future of advice
April 11, 2016 07:00 - 1 hour - 56.7 MBHow well are you using advisor technology to automate your business, augment your work as an advisor, and segment and personalize the value you deliver to your clients? Have you thought strategically about your business model and how you use technology to support it in a profitable way? In today's show, I chat with Michael Schrage, who is one of the world's most provocative thought leaders on innovation. He's also a research fellow at the MIT Sloan School’s Center for Digital Business, a c...
Financial planning will become extinct and replaced by this with Phil Cunningham
April 05, 2016 07:00 - 50 minutes - 46.2 MBFinancial planning as practiced today is going away and will be replaced by an entirely new way of interacting with and delivering value and connection to clients. The days of offering a free financial plan in order to snag AUM are done. In today's show, I chat with Phil Cunningham, CEO of Advicent, the global provider of SaaS technology solutions for the financial services industry. You may know them better through their products including NaviPlan®, Profiles™ and Figlo™ financial plannin...
Financial planning will become extinct and replaced by this
April 05, 2016 07:00 - 50 minutes - 46.2 MBFinancial planning as practiced today is going away and will be replaced by an entirely new way of interacting with and delivering value and connection to clients. The days of offering a free financial plan in order to snag AUM are done. In today's show, I chat with Phil Cunningham, CEO of Advicent, the global provider of SaaS technology solutions for the financial services industry. You may know them better through their products including NaviPlan®, Profiles™ and Figlo™ financial planning...
Tony Robbins and Peter Mallouk discuss their new deal...and much more
March 31, 2016 21:33 - 50 minutes - 46.5 MBTony Robbins, a peak performance strategist, entrepreneur and bestselling author and Peter Mallouk, the #1 independent financial advisor in the country have joined forces to offer comprehensive planning services to clients with a minimum of $50,000. In today's podcast they explain how they came together and what they hope to accomplish. We also talk politics, the fiduciary standard, why advisors need to be a practical psychologist, the disastrous 401(k) industry, how Mallouk grew his firm f...
{FP} Lee Iacocca got it right--your success hinges on these 3 things
March 24, 2016 07:00 - 15 minutes - 13.9 MBYour business success boils down to three things: 1) the right people, 2) building, selling and servicing the right product, 3) at the right price and cost structure to generate acceptable profits. In other words, it's about people, product, and profits. The great auto executive and commercial pitchman Lee Iacocca got it right when he said: In the end, all business operations can be reduced to three words: people, product and profits. Unless you’ve got a good team, you can’t do much with t...
{FP} Get Smart: Avoid These Digital Marketing Mistakes and Get Results
March 18, 2016 07:00 - 26 minutes - 23.9 MBAfter reading about a new digital platform for financial advisors that builds traffic on the other company's website I thought, 'This is not a good way for advisors to build their digital presence.' So, in today's podcast, I'm going to walk you through a three-step digital marketing strategy for building a digital presence that drives traffic to YOUR website, that builds YOUR leads pipeline, and that builds YOUR brand, not somebody else's(See my podcast: How to Build a Brand That Connects Wi...
Eleanor Blayney on how to hire and train women financial advisors
March 14, 2016 16:41 - 48 minutes - 66.3 MBWhy are only 23% of CFPs women? Why are even fewer women in leadership roles? Why aren't more women entering the business? What can existing firms and leaders do to encourage more women to become financial advisors and help them through the tough early years? Those are just a few of the questions Eleanor and I discussed on today's show about how to hire and train women financial advisors. All firm leaders and industry leaders reading this post and listening to this podcast have a role to pl...
Friday Podcast: 3-11-16 (Being Profitably Innovative)
March 11, 2016 08:00 - 25 minutes - 23.3 MBTechnology is changing at head-spinning speed and it's easy to get confused about which technology to implement and how to go about being profitably innovative. Betting the farm on a certain technology direction is usually not the best idea. But what can you do instead? In today's show, I have a conversation with Lex Sokolin, co-founder of an early Robo Advisor called NestEgg, and now a partner and chief operating officer of Vanare. Lex gave an excellent talk at the T3 Technology Conference...
Friday Podcast: 3-4-16 (Mastering Influence)
March 04, 2016 08:00 - 17 minutes - 16.1 MBHow do you influence people to take action? How do you get people to follow you, rally behind you, and take your advice? Robert Cialdini wrote the seminal book on influence and I encourage you to read it (or checkout the highlights here). But in today's show, I want to share a few more tips that come from an article written by United Capital founder Joe Duran (see my earlier interview with him here), a conversation I had with one of my coaching clients, a podcast I did with professional spe...
Friday Podcast: 2-26-16 (3 Insights)
February 26, 2016 08:00 - 17 minutes - 15.6 MBIt was a great week for podcast recording. I recorded several episodes with people from as far away as Sydney, Australia and as close as 30 minutes from my house. And each of them generated numerous insights and on today's show, I'm going to share 3 of them. I close the show with a quote from Buckminster Fuller on how to make change. This quote is particularly relevant to the financial industry right now. If you have any questions or comments, please email me. I'd love to hear what you lik...
Are You Measuring Portfolio Risk Effectively?
February 22, 2016 08:00 - 52 minutes - 72.1 MBCan you get a true understanding of a client's risk tolerance and place them in a portfolio with the appropriate portfolio risk by asking a few simple subjective questions? Robo Advisors Betterment (see my interview with Betterment founder Jon Stein) and Wealthfront believe they can but today's guest, Aaron Klein, co-founder of Riskalyze, believes those firms have it all wrong. Aaron's firm tackles the risk tolerance and portfolio risk challenge from a different angle by utilizing concepts ...
Are You Measuring Portfolio Risk Effectively with Aaron Klein of Riskalyze
February 22, 2016 08:00 - 52 minutes - 72.1 MBCan you get a true understanding of a client's risk tolerance and place them in a portfolio with the appropriate portfolio risk by asking a few simple subjective questions? Robo Advisors Betterment (see my interview with Betterment founder Jon Stein) and Wealthfront believe they can but today's guest, Aaron Klein, co-founder of Riskalyze, believes those firms have it all wrong. Aaron's firm tackles the risk tolerance and portfolio risk challenge from a different angle by utilizing concepts...
Friday Podcast: 2-19-16 (The Power of Story)
February 19, 2016 08:00 - 37 minutes - 34.7 MBWe all love great stories and in today's podcast I share some insights on why stories are better than facts when it comes to influence. You'll also hear my conversation with academy-award winning producer Ed Saxon, as we discuss the power of story. But wait, there's more! At the T3 Technology Conference I also talked to Jay Jay French, a founding member of the popular band Twisted Sister. And you'll hear our conversation on this podcast as we discuss four ways to deal with setbacks. He also...
Insights and Industry Leader Interviews From the T3 Technology Conference
February 13, 2016 20:11 - 1 hour - 58.8 MBThis is a jam-packed episode filled with my takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. I cover four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better business decisions and personalize the client experience. In today's show, you'll hear from: Phil Cunningham, CEO of Advicent Kevin Knull, – Pre...
Friday Podcast: 2-5-16 (TD Ameritrade National Conference)
February 07, 2016 05:35 - 18 minutes - 17.2 MBI just got back from the TD Ameritrade National Conference and in today's show, I'll share a few quick comments from the event. Yes, the conference covered the usual slew of technology sessions dedicated to robo advisors and scaling your business. But what I found most interesting was the theme of putting the "human" into finance. TD Ameritrade clearly understands the importance of the "human" in the financial planning process and the importance of using story to connect with others. I st...
Friday Podcast: 1-29-16
January 29, 2016 08:00 - 18 minutes - 17.3 MBPodcasting is a great way for financial advisors to differentiate themselves in a crowded marketplace. My good friend, Bill Keen of Keen Wealth Advisors, joins me in the studio for today's podcast and we discuss how he got into podcasting and how it's working for him. Bill is one of a small number of financial advisors who are pioneering the use of podcasting as a way to educate investors and expand the reach of their business. If you are interested in learning more about podcasting and wh...