Management 3
- Jun 3, 2019 When Staff Advisors want to Market themselves Jun 3, 2019
- Mar 24, 2019 The (Sometimes) Thankless Job of Management Mar 24, 2019
- Jan 13, 2019 Confessions of a First-Time Manager Jan 13, 2019
NexGen Advice 36
- Dec 5, 2019 Why Your Financial Planning Employees Quit Dec 5, 2019
- Feb 5, 2019 Memories & Lessons from Losing the Big Game Feb 5, 2019
- Feb 12, 2018 How the Deli Counter Taught Me To Build Trust and (Finally) Win Over Clients Feb 12, 2018
- Feb 1, 2017 Moving Away From Family Feb 1, 2017
- Nov 29, 2016 Defeating the Sunday Scaries Nov 29, 2016
- Nov 1, 2016 Finishing Touches: Your Final Preparation for the CFP® Exam Nov 1, 2016
- Oct 20, 2016 Evaluating Reports & Surveys: The 3.8 Billion Dollar Question Mark Oct 20, 2016
- Oct 18, 2016 Owning Our Youth and Finding Your Serene Moment Oct 18, 2016
- Sep 29, 2016 Money and Happiness Sep 29, 2016
- Sep 27, 2016 Believing in Your Value Proposition Sep 27, 2016
- Sep 15, 2016 New Year's Resolutions Start Today Sep 15, 2016
- Sep 13, 2016 Four Skills for New Financial Planners Sep 13, 2016
- Sep 12, 2016 The Most Valuable Class I Ever Took: Lessons on Exponential Versus Linear Growth Sep 12, 2016
- May 2, 2016 Running in Groups: My Career Hack for Aspiring Financial Planners May 2, 2016
- Apr 19, 2016 The End(?): A Post-CFP® Exam Reflection Apr 19, 2016
- Apr 4, 2016 Maintaining Daily Discipline: Reflections from my CFP® Exam Preparation Apr 4, 2016
- Mar 30, 2016 Don’t Just Do Something, Sit There! Mar 30, 2016
- Mar 24, 2016 Health and Finances Mar 24, 2016
- Mar 16, 2016 Why People Become Financial Planners Mar 16, 2016
- Feb 26, 2016 The Ups and Downs of Relocating for your Career Feb 26, 2016
- Feb 17, 2016 Still Strugglin' Feb 17, 2016
- Feb 10, 2016 Assembling Your Career Team Feb 10, 2016
- Feb 4, 2016 Millennial Planners Retreat 2016: A Weekend with the Next Generation Feb 4, 2016
- Dec 28, 2015 Learn to Unlearn Dec 28, 2015
- Dec 3, 2015 My CFP® Story: From Shucking Oysters to Financial Planning Dec 3, 2015
- Nov 23, 2015 Learning To Communicate Nov 23, 2015
- Nov 10, 2015 FPA Residency: Boot Camp for Financial Planners Nov 10, 2015
- Aug 11, 2015 Unsolicited Advice for Everyone About to Enter Senior Year of College Aug 11, 2015
- Aug 3, 2015 Why You Should Attend FPA NexGen Gathering Aug 3, 2015
- Jul 17, 2015 Three Candid Questions With Millennial Planners: Round Two Jul 17, 2015
- Jun 3, 2015 One Piece of Advice for the CFP® Examination Jun 3, 2015
- May 12, 2015 Three Questions May 12, 2015
- Apr 20, 2015 Before You Invest Apr 20, 2015
- Mar 29, 2015 Studying for the CFP® Exam: 12-week Crash Course Mar 29, 2015
- Mar 19, 2015 My Number One Piece Of Advice Mar 19, 2015
- Mar 16, 2015 Your Intro Guide to a Financial Planning Career Mar 16, 2015
Read a Book 19
- Jan 28, 2019 Our Favorite Books of 2018 Jan 28, 2019
- Jan 31, 2017 The Importance of Reading to Gain Perspective Jan 31, 2017
- Dec 13, 2016 Our Favorite Books We Read In 2016 Dec 13, 2016
- Oct 11, 2016 Three Years of Reading Oct 11, 2016
- Jul 8, 2016 Deliberate Practice Jul 8, 2016
- Apr 26, 2016 America's Bank: The Epic Struggle to Create the Federal Reserve by Roger Lowenstein Apr 26, 2016
- Apr 13, 2016 Mindwise by Nicholas Epley: Book Notes Revisited Apr 13, 2016
- Jan 19, 2016 Daily Rituals: How Artists Work Jan 19, 2016
- Dec 15, 2015 Our Favorite Books We Read This Year Dec 15, 2015
- Dec 10, 2015 The Hour Between Dog and Wolf Dec 10, 2015
- Nov 30, 2015 The Partnership: The Making of Goldman Sachs Nov 30, 2015
- Oct 30, 2015 Second-Level Reading Oct 30, 2015
- Jul 6, 2015 Being Mortal Jul 6, 2015
- May 5, 2015 Negative Knowledge May 5, 2015
- Mar 23, 2015 Confessions of an Advertising Man Mar 23, 2015
- Mar 19, 2015 My Number One Piece Of Advice Mar 19, 2015
- Mar 18, 2015 Distinguishing the vital few from the trivial many Mar 18, 2015
- Mar 14, 2015 Letters From A Self-Made Merchant to His Son Mar 14, 2015
- Mar 12, 2015 Quotes to remember from "Letters From a Stoic" Mar 12, 2015
Thought Leadership 37
- Mar 28, 2020 How to Manage Clients During a Crisis Mar 28, 2020
- Dec 5, 2019 Why Your Financial Planning Employees Quit Dec 5, 2019
- Jul 9, 2019 Resisting Entrepreneurship: Chronicles of a 4th Grade Hustler Jul 9, 2019
- Jun 3, 2019 When Staff Advisors want to Market themselves Jun 3, 2019
- Jan 6, 2019 Why Joy is Firing Her Financial Advisor Jan 6, 2019
- Aug 21, 2017 The Magic Elixir of Financial Planning Firms & Why Your Employees Quit Aug 21, 2017
- Apr 19, 2017 Providing Financial Advice in an Unknowable Future Apr 19, 2017
- Mar 10, 2017 The Left Hand of Financial Planning Mar 10, 2017
- Mar 7, 2017 Pursuing and Studying for the EA Exam (#2): A Financial Planner's Experience Mar 7, 2017
- Jan 28, 2017 The Man Who Knew Jan 28, 2017
- Nov 7, 2016 Luke & Joe: Norway 2016 Nov 7, 2016
- Jul 18, 2016 Change: The Three Areas to Make It Happen Jul 18, 2016
- Jun 21, 2016 A Few Things I've Learned Halfway Through 2016 Jun 21, 2016
- May 12, 2016 What I Learned Meditating for 100 Straight Days May 12, 2016
- Feb 23, 2016 How Financial Planners Really Make a Difference Feb 23, 2016
- Jan 15, 2016 Letters From a Stoic Investor Jan 15, 2016
- Jan 11, 2016 The Actual Way To Read More Books Jan 11, 2016
- Jan 4, 2016 The Vulcan Financial Advisor Jan 4, 2016
- Dec 29, 2015 FANG, Diversification, and 2015 Dec 29, 2015
- Dec 23, 2015 The Riskiness in Safety Dec 23, 2015
- Dec 8, 2015 The Experiencing Self Versus Remembering Self: When Average Is Not Really Average For Stock Market Returns Dec 8, 2015
- Dec 5, 2015 Kobe Bryant and the Human Nature Side of Investing Dec 5, 2015
- Oct 27, 2015 Avoiding the Big Mistakes Oct 27, 2015
- Oct 6, 2015 First-Rate Intelligence Oct 6, 2015
- Aug 28, 2015 Risk Versus Uncertainty Revisited Aug 28, 2015
- Aug 13, 2015 Shook Ones Part II Aug 13, 2015
- Jun 1, 2015 The Investor’s Plague Jun 1, 2015
- May 28, 2015 Risk and Uncertainty May 28, 2015
- May 26, 2015 Loss Aversion May 26, 2015
- May 6, 2015 Frame-of-Reference Risk May 6, 2015
- Apr 27, 2015 The Transformation of Emerging Markets Apr 27, 2015
- Apr 21, 2015 Predicting Black Swans Apr 21, 2015
- Apr 15, 2015 Financial Fitness: Personal Finance > Investments Apr 15, 2015
- Apr 6, 2015 The Paradox of Risk Apr 6, 2015
- Mar 25, 2015 Financial Aid in a Nutshell Mar 25, 2015
- Mar 16, 2015 Understanding The GRAT Mar 16, 2015
- Mar 12, 2015 The First Thing You Should Do Every Day Mar 12, 2015