The Advisor of Tomorrow

Google Podcasts Apple Podcasts (Coming Soon) A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession. In this episode, I'm joined by Penny…

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Google Podcasts Apple Podcasts Few financial advisors want to be viewed as salespeople; even the "advisors" that sell in a traditional way (think products) don't use a title including "sales". As the profession has moved towards advice and planning…

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Financial advisors have spoken...The Advisor Of Tomorrow Podcast is a favorite! Well, at least according to a recent U.S. News and World Report survey. Being included on the list is a huge honor and has challenged me to push to make it even better! I…

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Click Here To Listen On Apple Podcasts (coming soon) Click Here To Listen On Google Podcasts Earlier this week I was reflecting on RLS Wealth's fifth birthday and jotted down around twenty important lessons I've learned over the years--I'm sure there…

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My friend Tyrone Ross has quickly become one of the best interviewers in the world of finance--I believe it was Josh Brown who dubbed him Oprah. I've enjoyed watching him interview some of the most dynamic financial advisors on The Human Podcast and…

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When we launched the AGC™ last summer, Taylor Schulte and I had high expectations for the community of financial advisors and in my opinion, we've exceeded those expectations. We've held more than 60 webinars, hosted a one-day virtual conference…

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Over the last few years, Ashby Daniels has become a very close friend of mine. In fact, at one point we had a serious discussion about how he and I could join forces to own the Interstate 70 corridor (Interstate 70 is basically a straight shot from…

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Over the last couple of years I've had countless phone calls with other financial advisors to discuss a variety of topics: Starting a firm Becoming another financial advisor's successor Starting a blog/podcast/YouTube channel Social media strategy…

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Collaboration is a founding principle of The AGC™ and I recently had an opportunity to join Nate Geraci on the ETF Prime Podcast. Keeping with the spirit of collaborating and a mindset of abundance, Nate ok'd me running my portion of the podcast…

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The 50 OG AGC™ members recently wrapped up their first six months collaborating, learning alongside, and supporting each other. In January, we welcomed more growth-minded advisors to the community and now we are more than 100 strong. In just six…

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My journey as a financial advisor, like many other advisors, lacked a "real" training program; that's what happens when your profession lacks a true career path. Sure, I received sales training which taught me how to position the products my employer…

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During a crisis you have three options: 1.) Run and hide—just disappear 2.) Do nothing—freeze as a result of fear 3.) Rise up and lead—be visible and present If you're reading this I know #1 and #2 are not options for you. Your clients are depending…

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I originally posted this over on All About Your Benjamins this afternoon, but since I will be writing a "make lemonade" post for advisors, I thought I'd share the post that started it all. As I have been rearranging my calendar to move in-person…

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The preparation to bring on a new financial advisor extends beyond making sure all of the proper compliance and infrastructure are in place; it also requires laying the groundwork for the new advisor's content strategy. A carefully crafted content…

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Click Here To Listen On Apple Podcasts Financial advisors hesitating to launch a podcast because they think there are already too many podcasts or they don't have anything unique to share are missing a tremendous opportunity to grow their business…

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An important step in developing your content marketing strategy is sharing and spending time where your clients and prospective clients are. So far, Facebook has been a platform I've used sparingly. RLS Wealth Management has a business page, but I've…

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Click Here To Listen On iTunes It is time for financial advisors to move from a mindset of scarcity to one of ABUNDANCE; there are more than enough individuals to help and build a success business of any size. Once you are able to shift from scarcity…

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"La-da-da-da-dahh..." If you're not a hip-hop fan, you may not recognize this quote...it's a part of one of the most iconic intros for a hip-hop song ever--Dr. Dre's The Next Episode. I felt it was fitting to start this blog post with it as we talk…

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Dear Financial Advisor, You want to be a fee-only advisor? Great, You Do You. You want to be a hybrid advisor? Great, You Do You. You want to do seminars to grow? Great, You Do You. You want to knock on doors? Great, You Do You. You want to host a…

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There's a good chance you are already familiar with Josh Brown--he really needs no introduction. BUT, just in case you are a financial advisor beginning to uncover the world of FinTwit and the financial blogosphere, the latest episode of The Human…

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It wasn't until the end of 2019 that I reorganized my YouTube channel to support the multiple brands found on it; when I first started my YouTube channel all of the videos were under All About Your Benjamins™ brand and there were different "shows…

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We start every new year out with intentions of improving upon the previous year; some of us declare new resolutions and some establish new goals—many of us do both. As you work on getting ready for a successful 2020 (however you measure it), I also…

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The crew over at YCharts recently published a survey conducted with 650 investors centered around communication with their financial advisors. I'm always trying to improve communication with clients and do it at scale, so this was a study I was very…

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I'm not going to pretend to be an expert on the Setting Every Community Up For Retirement Enhancement aka SECURE Act, but it looks like it's time to understand how the proposed changes will impact the work we do with our clients. And I don't know…

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Earlier this week my friend Dani Fava, the Director Of Innovation for TD Ameritrade, joined the Advisor Growth Community for a discussion about the future of FinTech and wealth management. Her presentation was phenomenal—we learned a lot about…

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In late October I made a trip to LA to meet up with AGC™ co-founder Taylor Schulte and visit the Altruist HQ in Venice to record an episode of The Human Advisor Podcast. If you’re not familiar with Altruist, it is a Fintech company making waves…

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A new blog? That's right. For the last three, almost four, years I've been writing over on my blog All About Your Benjamins. When I launched AAYB, I envisioned it being primarily for my clients and individuals--I never anticipated an audience of…

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