Between Now and Success

Chris Galipeau: Two Variables Drive the Stock Market. Everything Else is Noise

Guest: Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, where he serves as one of the firm's foremost voices on global capital markets, economi

Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale

Guest: Sean Wing, the Founder and CEO of Wing. In a nutshell: How often do you provide high-value financial advice to your clients? Monthly? Quarterly? Annually? Bu

Joseph Moore: Why Timeless Financial Advice Eventually Breaks

Sometimes you have to write the book you want to read. As the 2008 financial crisis was beginning to drag millions of homeowners underwater, Joseph Moore took a persona

John Bowen on A Strategic Blueprint to Achieve 100x Growth

Financial advisors are standing at the intersection of several historic, tectonic shifts. Over the next decade, we are poised to witness a staggering $124 trillion transf

Duncan MacPherson on How Advisors Can Thrive in the AI Era

To borrow a phrase from recent podcast guest Alan Smith, financial advisors are facing "a Spotify moment." Just as streaming upended the traditional music business of s

John Scianna on Building an Authentic Enterprise-Grade RIA Brand

In the early 1980s, Al Ries and Jack Trout published the seminal marketing book Positioning: The Battle For Your Mind. They argued that marketing wasn't simply about prod

"Both/And" Thinking: Kelly Lewis on Navigating Polarities to Deepen Client Conversations

Are you sure? And, perhaps more importantly, are your clients? In an increasingly polarized world, folks are becoming more and more dug-in about what they believe to

Jamie Hopkins on Exit Planning, Training New Advisors, and "Your Retirement Sketchbook"

Organic growth has been stalling for years. AI is compressing basic money management into a commodity. And in this uncertain economic environment, where even the reliabil

Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero

The launch of advanced AI models capable of writing code and executing complex tasks has coincided with a sharp drop in the share prices of some large financial service c

Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value

According to a recent study from Schwab Advisor Services, 63% of advisors are now using AI in some capacity. However, the RIA AI landscape remains highly experimental: on

Zoo-Fed Bears Don't Get Equity. Andy Schwartz on Building a Performance Culture That Wins

In 1984, Andy Schwartz and his twin brother Scott joined a startup Northwestern Mutual district agency in New Jersey. Four decades later, their firm, OnePoint BFG Wealth

From Advisor to Owner to Investor: How Firms Really Scale

I recently had the pleasure of joining Dave Zoller on his YouTube channel, Streamline My Practice, to discuss something I've been thinking deeply about lately: the differ

My 3 Polarities for 2026

Most people spend their lives trying to eliminate tension: Work or rest. Control or flow. Clarity or creativity. But a well-lived life isn't free of tension—it's gu

Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson

Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age

My 3 Polarities for 2025

I discuss how well I executed on my 3 words from 2024 and then reveal why and how I'm changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of

Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Con

Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients

Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock 'n roll marketing

10 Insights From 10 Years of Podcasting

After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chapter. I figured podca

Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?

Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the

Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore