All my life I've been an avid builder and learner then I synthesize, connect the dots, and communicate what I've learned to others through podcasting, webinars, blogging, and coaching. Since 2001, I've coached some of the country's leading financial advisors and entrepreneurs while also building ...more

All my life I've been an avid builder and learner then I synthesize, connect the dots, and communicate what I've learned to others through podcasting, webinars, blogging, and coaching. Since 2001, I've coached some of the country's leading financial advisors and entrepreneurs while also building one of the nation's leading financial advisor coaching companies. Today, I'm focused on podcasting and helping financial advisors build more successful businesses that deliver great value for their clients. A prolific writer and blogger for national media including Financial Advisor Magazine, Barron's, InvestmentNews, Financial Planning, MarketWatch, and my company blog, I also co-authored one of the financial industry’s most popular practice management books, Tested in the Trenches. My second book, Avalanche: The 9 Principles for Uncovering True Wealth, became a Wall Street Journal #1 bestseller and a New York Times bestseller. Be sure to checkout my five podcasts: 1) Between Now and Success, where I interview visionary leaders at the intersection of business, investing, and life, 2) Barron's Advisor -- The Way Forward, where I interview an eclectic mix of high achievers, 3) The CEO Coaching International Podcast, where I interview successful entrepreneurs and CEOs, 4) Keen On Retirement, co-hosted with top financial advisor Bill Keen of Keen Wealth Advisors, and 5) The Digital Money Advisor, a show that delves into Bitcoin and related digital assets. I began my career working for Blue Chip companies Caterpillar, Hewlett-Packard and American Express subsidiary Call Interactive. Steeped in financial analysis, I learned how the “numbers” work for some of America’s greatest companies. Feeling the entrepreneurial itch, I entered the financial services industry and helped three small companies become big ones. A strong believer in education, I received an MBA from Indiana University, I am a Certified Financial Planner™ Professional and I previously held the Series 7, 24, 63, and 65 securities licenses.less