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Business Management
Things to Consider When Finetuning Your Processes
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
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Amie Agamata: Get Comfortable Being Uncomfortable
Amie Agamata has big plans as she steps into her latest role: President-Elect for the Financial Planning Association (FPA)'s NextGen community of new and aspiring financial planners. Amie has …
Podcast
Dave Yeske: The Crucial Role of Psychology in Financial Planning
Financial freedom is about having choices and designing a life where you can pursue the things that interest you and spend time with the people who matter to you. …
Podcast
Howard Lindzon: Why Crypto Crashed and What to Expect in 2023
The past three years have been unprecedented on many levels. For investors and venture capital in particular, rising interest rates, hyper competitiveness and the speed of innovation have changed …
Podcast
Lauryn Williams: Teaching Young Professionals Financial Literacy
Lauryn Williams is a four-time Olympian and the first American woman to win medals in both the summer and winter games. When she retired from professional sports, she founded …
Podcast
Susan Thompson: Inspiring Fearless Women
“Fearless Girl" has been an inspiration to women since State Street Global Advisors first placed the statue in New York's financial district in 2017. This representation is one of …
Podcast
Toussaint Bailey: Aligning Values with Investment
Aligning investments with personal values is a passion for Toussaint Bailey, and it's the foundation of Uplifting Capital, the investment platform where he is founder and CEO. The firm …
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