Guests: Dr. Vinay Nair, the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. In a Nutshell: When someone tells you, “This time it’s different!” you usually have to steel yourself against a shady sales pitch. AI is proving to be an exception to that rule. The possibilities for practical AI business applications have already evolved far beyond ChatGPT-style bots and blog drafts. Advisors need to get serious about developing an AI gameplan. But before you make any investments in tech, you need to invest your time to l ..read more

Guests: Chloé A. Moore, CFP®, Co-Founder and Board Member at BLX Internship. Tracy Hutton, CPA, Senior Talent Manager at Mariner Wealth Advisors. In a Nutshell: An injection of young, ambitious, diverse talent can give your firm a real shot of vitality and set your firm up for sustained success in the future. Many firms use internship programs to build an intentional talent pipeline that creates opportunities for young financial pros, as well as opportunities for our industry to improve how we mirror the diverse fabric of 21st century society. On today’s show, I talk to Chloé Moore and ..read more

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while providing a patient presence throughout each client’s unique journey. In a Nutshell: Mitch Anthony and I started ROL Advisor because we believe the future of our industry lies in not only improving clients’ return on investment, but also in improvin ..read more

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert “people person” still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors ..read more

Guest: Lisa Lutoff-Perlo, the former president and CEO of Celebrity Cruises and the author of Making Waves: A Woman’s Rise to the Top Using Smarts, Heart, and Courage. In a Nutshell: Business can be a lot like the ocean: a constantly changing series of crests and troughs for leaders to navigate. And during the pandemic, conditions ebbed and flowed on a daily basis. With the benefit of hindsight, it’s becoming apparent that the CEOs who did the best job of weathering that once-in-a-generation storm didn’t do it alone. They rallied their teams around strong company values with empathy and ..read more

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM. But lately I’ve been asking myself and my coaching clients: Isn’t part of the promise of our all-digital, AI-driven future supposed to be “less” time grinding away at the office a ..read more

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed, and nobody likes to publicly discuss their failure. That’s why I have huge respect for Matt Reiner. In early 2020, Matt made his first appearance on Between Now and Success to talk about Benjamin, his AI startup. Benjamin supplemented a traditional ..read more

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. The first part of Mark’s prediction definitely came true. And as we exit the era of cheap money and roaring markets, the fate of smaller RIAs that aren’t growing organically is certainly up in the air. With tailwinds ..read more

Guest: Mona Sobhani, PhD, a cognitive neuroscientist, researcher, and author. In a Nutshell: When we’re faced with experiences or ideas that challenge our concepts of who we are and what we know, we have two choices. We can try to ignore what’s happening. Or we can embrace major life transitions, learn from them, and grow. On today’s show, Mona Sobhani shares her personal journey of transformation and explains how she learned to open herself up to new possibilities. .Mona Sobhani and I discuss: Why we shouldn’t let one thing define our identities. How to embrace change rather than ru ..read more

For the ninth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I identify my 3 words and reviewing them daily, I have an inescapable reminder of my key focus points for the year. These words help me stay on track, on plan, and on point. In today’s post, I discuss how well I executed on my 3 words from 2023 and then r ..read more