Do you know industry conference legend Garbanzo from Advisor AI Partners? I asked for an interview at Future Proof next week in Miami. He said, 'Forget that, I am picking you up at the airport and I am your co-host next week dude!' He can be very demanding. And

Markets are volatile. The financial media isn’t helping. And clients are calling—scared. How you handle these conversations is critical. Your words can either provide clarity and confidence or fuel their anxiety. Here’s how I recommend framing these discussions: 👉

.Michael Saylor on why now is a historic inflection point for Bitcoin today at Future Proof with Bob Pisani. He says there are 3 key questions that have been answered. What do you think? ➡️ Is it a commodity or a security? ➡️ Is there any other digital commodity? ➡️ How does the

Are you an emerging 'aggregator' trying to become a National RIA Enterprise? ➡️This conversation yesterday at Future Proof on changing advisor models and valuations had some interesting nuggets. Joe Duran from Rize Wealth Partners and Andy Schwartz from @bleakleygroup were

Here is something interesting I found at Future Proof: FINNY AI Craig Iskowitz interviewed their CEO Eden Ovadia and Ritik Malhotra from Savvy Wealth (A former guest on RIA Stories). The topic was digital innovation and Craig lead a great conversation with FINNY really catching

➡️ Research shows that loneliness increases your risk of death by 26% - 32%. ➡️ Most struggle with 'Adult Friendships.' 💡 I had a recent experience that has reframed my thinking on relationships. linkedin.com/pulse/adult-fr…

With the international markets starting to show some life, now could be the time to consider Dual Momentum. I sat down with Gary Antonacci, author of Dual Momentum Investing. Gary shares his deep expertise on momentum investing and trend following. This is part of our Podcast

Advisors: Do you struggle with what planning objectives to discuss with your clients this quarter? ➡️ Michael Lecours,CFP® lays out how the free 2Q Guide from fpPathfinder can make it easy for you. 🔴Grab yours here: resilientadvisor.com/fppathfinder

Financial Advisors: How do you generate meaningful referrals? 🎙️I sat down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing

It was 2008. What later became known as the great financial crisis was just getting started. My career at Lehman Brothers came to an abrupt end. The stock market was crashing. The housing market was in a free fall. I was in my mid 30s and thought the world was coming to an

"They (Investors) should want the stock market to go down. They should want to buy at a lower price." - Warren Buffett

Actionable AI Strategies for Advisors with Duncan MacPherson (Duncan MacPherson) x.com/i/broadcasts/1…

🚨 New Podcast Drop: How Top Advisors Are Using AI to Scale Faster & Work Less 🎙️ w/ Duncan MacPherson 📄 17 Real AI Use Cases 💡 Actionable. Tactical. No fluff. ⏬ Download the paper: paretosystems.com/ai-strategies-… 👇 Key Moments: 00:00 – Why AI is no longer optional 05:11 – “Shopping

CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point. Document. Leverage. Deepen relationships. 👉 Watch Pareto Systems Duncan MacPherson break it down in

🗒️This week's Saturday Note: Is there anything that you were deeply convicted about, but most people thought you were foolish in your thinking? Did you stand your ground or follow the crowd? linkedin.com/feed/update/ur…

1. I would be terrified to have Kendra Wright & Taylor Schulte, CFP® dissect my marketing. They are very good at it! 2. I re-learned how important Storytelling is to marketing. 3. You need to fully automate your email sequence. (The jab-jab-jab-right hook method from Gary V) 4.

In grad school, my 70-year-old professor said: 🗣️ “The day you say you’re too old for new tech is the day the countdown to your career’s end begins.” That was 20 years ago. The clock runs faster now. Adapt or get run over. 👊

🔵Struggling with client conversations? ▶️This framework could be helpful. Jay Coulter, CFP® & CIMA® resilientadvisor.com/post/how-to-di…

CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point. 👉 Watch Pareto Systems Duncan MacPherson and Jay Coulter, CFP® & CIMA® break it down in this clip.

Live Workshop: Advisor AI Lab with David Ortiz x.com/i/broadcasts/1…