There is major disruption coming to financial services, in particular financial advisors, and Nicole Casperson can be found out on the forefront of this disruption. We will see the complexion, representation, technology, and services provided within financial services and in this episode Nicole highlights some of these disruptors ..read more

A change in the direction of RLS Wealth led to the launch of AllStreet Wealth. We discuss the tough conversation, the process, and what Treyton and Thomas are building at AllStreet, along with some content and marketing ..read more

Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling".  We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.   ..read more

In the first real episode of the revamped Advisor Of Tomorrow Podcast, I’m joined by Odaro Aisueni, a rising star in the financial planning community. We have a great conversation about his journey to becoming a financial advisor, his time at Texas Tech, and how that shaped him as an advisor, landing at Plancorp and what they do right for young advisors, and where he thinks the profession is going. Be sure to stay with the conversation to the end because there is a special treat ..read more

For my first solo podcast, I share why I think it's time for financial advisors to take control of the narrative around our profession and why I'm so passionate about using content to improve our reputation.   ..read more

Altruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content. Shabana Siyed, Marketing Manager, is responsible for the great content and digital marketing behind Altruist and she shares her wisdom with us in this episode ..read more

Join me for a bonus episode with my friend, and fellow advisor, Isaiah Douglass, CFP® as we discuss why financial advisors should be paying attention to bitcoin. Isaiah has been vocal about the importance of advisors being able to discuss bitcoin with clients, where it has a place in a portfolio, and that the future for financial advisors will include bitcoin. This episode is more of a conversation as we talk through what we've learned and the opinions we've formed.  ..read more

Last month I had the pleasure of being included on a panel (dubbed the ‘96 Bulls by on attendee) to discuss Digital Marketing--Brittney Castro, Samantha Russell, Jacob Ingram, and Jason Wenk definitely made for an all-star lineup and a valuable conversation. This is our discussion ..read more

Launching your own firm is a daunting task, especially when you are early in your career. But this is exactly what Samuel Deane, founder of Deane Wealth Management has done. In this episode, Samuel and I discuss how he was able to leverage the licensing and training program at a larger firm to gain experience to launch, the launch process, how having a niche has helped growth, and more. Although the episode title mentions "early in your career" the lessons Samuel shares will help anyone launching their own firm ..read more

TJ recently celebrated the second birthday of his firm, Modern Wealth Builders and we discuss what he learned setting up his firm from scratch. We also discuss the role of social media and content in MWB's growth ..read more