Today is an exciting day as we announced that AGC™, the online community for financial advisors I co-founded with Taylor Schulte in 2019 joined forces with Wealthtender, a digital marketing platform for financial advisors, which launched the first SEC-compliant online review platform and is the top find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association–which…
How can you know you’re living the life you’re supposed to be living if you never try anything new? The status quo can be comfortable and we are creatures who seek comfort, safety, and consistency. Stepping out of the status quo, even if we are unhappy with it, brings on unknowns that most individuals want to avoid, so many never…
I am ecstatic to share my recent appearance on Brendan Frazier’s podcast The Human Side Of Money. Brendan’s podcast is the best podcast for financial advisors focusing on going beyond the numbers with their clients. I’ve been listening to The Human Side Of Money since I connected with Brendan a couple of years ago–it’s one of the few advisor focused…
For the last year I’ve been referencing the alignment of spirit, mind, body, and money on the Pursuit of the authentic life–with much of the emphasis on spirit, mind, and body. I’ve focused so much of my energy on the first three components of the equation because I believe the majority of people are not fully living their authentic lives…
Last month I visited the new Altruist HQ to spend an hour with my friends Jason Wenk and Dasarte Yarnway and record an episode of their podcast The Advisor Journey. Hanging out with Jason and Dasarte alone was worth the trip out west and having the opportunity to share a little about my journey as a financial advisor and the…
What if the financial plan you’ve worked so hard to create is leading you to a life YOU (and your family) don’t really want? By now, most financial advisors are helping clients begin with the end in mind—-starting with where you want to go and reverse engineering to find the appropriate savings rate, spending, asset allocation, and other important factors…
In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. Special guests in today’s episode! Listen: Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all…
All About Your Benjamins was my baby–it was the first outlet for me as a Creator and it has played a major role in the growth of my firm, RLS Wealth, my growth as a financial advisor, building an incredible network of the best advisors and financial professionals you’ve both heard of and haven’t, and unearthed an entrepreneur and Creator…
Yesterday the film This Is Not Financial Advice premiered at the Tribeca Film Festival in front of a sold-out audience and I couldn’t be happier for Chris Temple and everyone involved with the project. Last summer at the FutureProof conference, a conference I highly recommend all of the financial advisor readers to attend this summer, attendees were able to see…
In this episode, Terry recaps the first 10 episodes of The Next Episode revisiting how they create a sort of checklist and then leads us down a discussion about recognizing when we are our best and how we can spend more time there. Listen: Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions…