Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of gro

Whats the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they think the biggest challenge is and what theyre doing to overcome them. From bringing in t

Why is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question Why is it so hard for new innovation to break into enterprises?.  Given our background as practicing financial advisors who becam

Are financial advisors addressing their clients financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it

Derek N.H. Notman, CFP & H. Adam Holt, CFP, ChFC asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an agent at New York Life Insurance Company, worked really hard, and ultimately climbed t

How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many

We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ians unique perspective is global in nature and arguably one of the most diverse given his extensive travels around the world to see what people

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fun

Is financial wellness legit? Traditionally, theres been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education. But there are positive shifts happening towards behavioral finance that are hel

Chairman Equitable Advisors