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…
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…
Mike Philbrick, former All About Your Benjamins The Podcast guest and President of Resolve Asset Management asked me to join him on a podcast episode to talk about using social media and content to grow your personal and business presence. We were joined by the co-founders of TractionHouse, a firm that specializes in helping financial professionals build a content strategy…
Not too long ago I had the opportunity to join my friend Dasarte Yarnway on his podcast, The Young Money Podcast, and today is the day Dasarte shared our conversation with the world. We had the opportunity to talk earlier in the year on All About Your Benjamins, and this episode is an extension of that conversation. I have no…
I’ve mentioned numerous times how impactful Twitter, specifically FinTwit, has been on my career; it has allowed me to connect with advisors all over the world, and without FinTwit I would not have had the chance to join Tim and Tom Mullooly, of Mullooly Asset Management, on their new podcast… In November 2015, I attended the Evidence-Based Investing Conference in New York…
I’m an avid listener of podcasts, so when I was asked to join Alan Moore (@R_Alan_Moore) on the XY Planning Network Podcast, I didn’t have to think twice. I had a lot of fun, and Alan is one hell of a hype man—thanks for the awesome intro, Alan! I’m really excited about the direction RL Wealth Management is heading, and…