behavior podcasts

Finding Meaning in Your Life

For a few years now there has been an increasing trend toward people taking steps to find greater...

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Uncovering Human Behavior Risks

Generally in business, and particularly in financial services, people associate risk with the...

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Dreams and Goals

Would you prefer to be asked about your dreams or your goals? Last week in one of our Wealth...

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The Impact of Money on Your Family

What has been the impact of money on your family? This is a big question and one often addressed...

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Review Your Relationship with Money

Recently, I have had a great experience in reading a book called “The Energy of Money” by Maria...

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Family Transparency

A common derailer that I have seen in many families is a lack of transparency. There is key...

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Who is in the Way of Your Success

Recently I asked the following question to a group of entrepreneurial businessmen that I was...

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Discover Your Relationship to Money

What does money mean to you? What role does money play in your life? What are your motivations...

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Who is your client?

I have had some really interesting conversations with advisors during the past few weeks during...

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Life is More Important Than Money

Where is your focus? What message are you conveying? Whatever you are doing in your life or...

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Personal Confidence.....Remove the Gremlins

How confident are you in the business, financial and life decisions you are making? Do you have...

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Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper

What really drives you in your life? What types of activities motivate you? When are you the most...

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Accelerate Your Visioning - Financial DNA Whitepaper

Just as eye glasses or contact lenses improve the clarity of what you are seeing, the Financial...

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Advisor-Client Chemistry

Do you have the right clients? This is a very topical issue for many financial planners,...

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Mastering Your Personal Energy....Build Wealth

This topic came from a discussion I was having this morning with some of our wealth mentors. So,...

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Initiating Difficult Conversations......The Benefit

An activity I enjoy doing every month is moderating a discussion amongst a group of high powered,...

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Trust Yourself....Gain Client Trust

We all know that successful long-term advisor client relationships are built on trust. The...

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Listening in the Wealth Mentoring Conversation

Many people say that they are a good listener. If you are, is it natural or learned? What are...

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Aha....

Have you ever been asked a question and then said "aha"? I now get it. Wow, that question has...

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Raising Your Consciousness

I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then...

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