Blog (6)

Getting In The Way Of Our Own Financial Success

This article first appeared on Nasdaq. If we are to be effective in the decisions we make, we need to understand our uniqueness, our talent, our individual behavior and our personality. Without this insight, we are unlikely to make rational, wealth-growing financial decisions. What gets in the way of our own success? Lack of self-awareness? […]

Financial Independence Made Easy | Brad Barrett | Episode #637

Brad Barrett went from being a full-time CPA to retiring with complete financial independence by the age of 35 through diligent savings and investing. Now, as co-host and co-founder of ChooseFI, he’s empowering others to reach for a life of purpose, intention and ultimately happiness through the journey to Financial Independence. Brad led the outwardly “successful” life into his[...]

Behavioral Science

Behavioral Science Teams Increasingly Important to Financial Services

This article first appeared on Nasdaq. Behavioral sciences teams can influence business strategy, decision-making and service offerings through deep insight into human behavior. Such a teams ability to understand behaviors helps mitigate failure and decrease industry waste. The more innovative financial services companies are starting to appoint behavioral teams. They understand the power of applying […]

Success Comes When You Know Your Ideal Client | Adam Sand | Episode #636

Adam Sand, the odd combination of tech nerd and high-performance salesman, who believes that organizational discipline combined with the entrepreneurial spirit is the alchemy of great performance. Adam is the owner of Roofing Business Partner. Everything was born as the next logical step from the one before it. Adam had experience with not success and failure in business, so[...]

Corporate Culture, It Starts at the Top DNA Behavior

Corporate Culture, It Starts at the Top

Often in business, the way forward is not or but and. That is, not abandoning one cornerstone for another; rather, adding other building blocks as necessary. It’s the cumulative approach that can streamline savvy organizations who are able to move beyond the fear of adding additional elements or layers. We’ve been seeing this trend in […]

The 5 Minute Success | Karen Briscoe | Episode #635

Karen Briscoe is the creator of the transformative “5 Minute Success” concept. Her books Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed and Commit to Get Leads: 66 Day Challenge ® offer a combination of information and inspiration delivered through memorable[...]


Can You Spot The Molotov Cocktail Client?

Historically, we have seen advisors selecting their ideal clients based on easily observed quantitative and qualitative factors. These often include (i) meeting a minimum of assets under management, (ii), shared values, (iii) preparedness to delegate, and (iv) being able to meet a specialist service need (estate planning, family business, business exit, etc.). However, based on […]

How to Grow a Professional Practice | Jeff Cohen | Episode #634

Jeff Cohen has taken on many roles throughout the course of his life. A native Floridian, father to three, and a stepfather to two, Jeff is an attorney who has represented hundreds of clients throughout Florida and the United States. With nearly 30 years of healthcare law experience, Jeff is board certified by the Florida Bar as a specialist[...]