Hard-to-Value Assets Trusts & Estates Weekly - The WAY to WOW Shows I break down the challenges of valuing art, collectibles, and closely held interests, and explain how fiduciaries can approach these assets with confidence and defensibility. If you handle estates with illiquid

Today on Business Lessons from the Military… Execution 5 of my 24-Episode Campaign explains how After-Action Reviews turn experience into improvement. I show how leaders eliminate repeated mistakes and build learning into execution. Tuesday, 28 April at 10a PT/1p ET Watch on

The 24-Episode Campaign: Execution 5 x.com/i/broadcasts/1…

The 24-Episode Campaign: Execution 5 Business Lessons from the Military - The WAY to WOW Shows Episode 13 of the 24-episode campaign continues with Execution 5 - After-Action Reviews, explaining how disciplined teams turn every result into a learning advantage. I show how

Today on People Making Money… I negotiate for wealth and lifestyle—not just income. Equity, flexibility, and optionality drive long-term upside. Wed, 29 April at 10a PT / 1p ET Watch on YouTube, LinkedIn, Facebook, DLive, Twitch, Telegram, or X Don’t miss The WAY to WOW

Negotiate for Wealth & Lifestyle, Not Just Income x.com/i/broadcasts/1…

Negotiate for Wealth & Lifestyle, Not Just Income People Making Money – The WAY to WOW Shows I break down how I negotiate for wealth and lifestyle—not just income—by focusing on equity, flexibility, and long-term optionality. I show how the right terms today can shape financial

Today on Trusts & Estates Weekly… Building a trust company is not just legal—it is strategic. I talk with Tim Borchers about structure, execution, and when it makes sense for clients. Monday, 4 May at 10a PT/1p ET Watch on YouTube, LinkedIn, Facebook, Twitch, Telegram, or X

Building a Trust Company x.com/i/broadcasts/1…

Building a Trust Company Trusts & Estates Weekly - The WAY to WOW Shows I sit down with Tim Borchers to break down what it really takes to build and operate a trust company - from structure and strategy to long-term client value. If you have ever considered when a trust company

The 24-Episode Campaign: Execution 6 x.com/i/broadcasts/1…

The 24-Episode Campaign: Execution 6 Business Lessons from the Military - The WAY to WOW Shows Episode 14 of the 24-episode campaign continues with Execution 6 - The Tyranny of Distance, explaining how leaders maintain alignment, trust, and speed across distributed teams. Using

Today on People Making Money… If your business cannot run without you, it is not scalable. Systems vs. Heroics: Building a Business That Doesn’t Need You Wed, 6 May at 10a PT / 1p ET Watch on YouTube, LinkedIn, Facebook, Twitch, Telegram, or X I explain how systems replace

Systems vs. Heroics x.com/i/broadcasts/1…

Systems vs. Heroics People Making Money – The WAY to WOW Shows I explain how to build a business that doesn’t need you, and why relying on founder heroics caps growth while systems create freedom, scale, and control. Season 7, Episode 17 Host Kevin Bemel has spent over 30

Today on Jiggers’s Place… Courage = action under pressure. I break it down while making The Steady Hand. Comment COURAGE for the recipe. Books, Life & Cocktails* *Not necessarily in that order Thu, 7 May at 5p PT / 8p ET Join me for cocktails while we relax and chat

Cocktails & Courage x.com/i/broadcasts/1…

Cocktails & Courage Jiggers’s Place – The WAY to WOW Shows Books, Life & Cocktails* *Not necessarily in that order. On this episode of Jiggers’s Place, I explore the nature of courage while crafting The Steady Hand, a bourbon cocktail built on balance and resolve. The Steady