I finally had the chance to meet Dasarte Yarnway in person at the IMN Global Indexing and ETF conference in Dana Point last week. Dasarte and I have become pretty close over the last year as you can see from his tweet the other day: Things that @jus10castelli and I have done before meeting each other: – 3 podcasts –…
Last week I hosted a Zoom video conference with over 20 financial advisors (although the information is applicable to everyone) showing how easy it is to edit videos; I’m an advocate of using video to help tell your story, no matter your profession, and help develop your personal brand. One way to step up the quality of your video is…
Joe Kolb is one of the nicest financial advisors I have met–he’s incredibly caring with his clients, a great friend, and one of the most selfless people I know (very close to my father). This is the second time he has driven to Fishers after visiting clients in St. Louis to visit and talk about our businesses. He was actually…
Kyle Van Pelt, a strategist at Black Diamond, is one of the brightest minds in the FinTwit community and he is all over the FinTech space. He is also an extremely generous friend in that he made a day trip to Fishers, Indiana from the ATL. Up early to catch a flight, talk shop, record some videos, talk more shop,…
It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments. Twitter: @IDFinancial ID Financial Planning And Wealth Management The Veterinarian Success Podcast Disclaimer:…
Scott Frank, CFA, CFP® should be a familiar name, especially if you’ve been reading this blog and listening to my podcast; he’s joined me on the podcast to discuss his approach to financial planning–financial life planning and it is one of the most downloaded episodes, which is a credit to Scott and his story. He might live in California, but he’s…
After the DFA Media Summit ended Wednesday, I hitched a ride with my friend Taylor Schulte and we swooped up Blake Street to grab a bite to eat and catch up. It’s opportunities like this that make me feel so fortunate to have discovered Twitter and forged relationships with so many great advisors. I have a tremendous amount of respect…
Peter Lazaroff is one of our profession’s brightest stars; he’s the Co-Chief Investment Officer (CIO) of Plancorp, an RIA in St. Louis which manages over $4 billion and now, a publishes author. I’ve had the fortune of getting to know Peter through Twitter and hanging out at conferences, but I was able to spend a lot of quality time with him…
I had the opportunity to visit Pittsburgh this week to speak at their local FPA meeting, which meant I got to spend some time with my friend Ashby Daniels, CFP®. Over the last year Ashby has become a very close friend and someone I enjoy getting to talk with on a regular basis–and you better believe any time I get…
Much like my video with Tyrone Ross Jr., the most recent episode of Talkin’ Shop has been positively received. In this episode, my good friend, Nina O’Neal, joins me to discuss her experience as a financial advisor and the struggles she has had to overcome in the profession. As we discuss, even those of us who try to be inclusive…