Between Now and Success

The concept of retirement has changed dramatically over the past couple decades. Has your retirement planning changed with the times? Effective planning starts with understanding a client’s story and what their money is for. Are you asking the right questions? Are you helping your clients find “meaning” and not just “money?” Are you aware of the 67 life transitions that your clients might go through? Do you have planning solutions for each of those 67? Are you familiar with the four deadly fears and how they relate to living a fulfilling life? Mitch Anthony and I discuss these ideas and a few more in this episode of Between Now and Success.

If you ever wanted to know what it takes to get on Barron’s list of Top Advisors, here it is. Sterling Shea opens the kimono and takes us behind the scenes as he shares the criteria Barron's uses to rank its top advisors. From his perch as the Managing Director and Head of Advisor Programs at Barron's, Sterling is a leading authority on financial advisor practice management and one of the most plugged-in experts on the best practices of the country's top advisors. 

DAVID BACH IS A BESTSELLING PERSONAL FINANCE AUTHOR, an expert on women investors, and Vice Chairman of Edelman Financial Services. Our wide-ranging discussion covers how he wrote 9 consecutive New York Times Bestsellers, how to raise billion of dollars in new assets, and why women make great clients. The podcast was recorded in San Diego and we have some interesting sound effects for your listening pleasure.   

MARK MOSES COACHES 30 OF THE WORLD’S TOP ENTREPRENEURS AND CEOs and kicks their butt to increase profitability and accelerate growth. As a successful entrepreneur himself, Mark discusses the 5 things every entrepreneur and CEO should focus on and delves into the world of singularity and exponential organizations.

As the #1 Independent Financial Advisor in the U.S. in 2011 and a serial entrepreneur, Steve has some great lessons to share. I call him the "Uncola" of the financial industry because he is truly a maverick. We delve into how he built his businesses, how he serves clients, and what he does differently from everybody else that helped him reach the top. He even shares how he recently brought on two new clients with $100 million in assets without ever having met them in person! All done on the phone and online. A great lesson for how business is being conducted these days.    

JON STEIN, CO-FOUNDER AND CEO OF BETTERMENT, TELLS HOW HE co-founded the company and built it into one of the fastest growing and most innovative investment firms in the country. It’s a great story about how a smart guy with a timely idea can marshall the resources and build a company that is reshaping how business is done in the investment world.

JOHN MICHEL, CEO OF CIRCLEBLACK, SHARES HIS BEST STRATEGIES, TIPS, AND TOOLS on how to think about and incorporate innovation into your business. The world is moving rapidly and those who understand how to harness technology and use it to improve their operations and their client experience will reap tremendous rewards.

STEVE MOELLER SHARES HIS BEST STRATEGIES, TIPS, AND TOOLS on how to incorporate his concept of Endorphinomics into your life so you can maximize your emotional, physical, and financial well-being. As a long time consultant and coach, Steve details how you can use these principles to build your business and help you and your clients live their best possible life.

Paul Santello shares his best strategies, tips, and tools on how to build a brand that connects with your clients and prospects. Plus, we discuss how you can use "VIPER" as a strategic framework to build your compelling brand.

DEBORAH FOX SHARES HER BEST STRATEGIES, TIPS AND TOOLS on how to ensure your business grows in the years ahead. Plus, she goes into detail on how to build a Robo-Shield for your firm.