Don't Lose the CONVERSATION With Your Custome...

Listen intently. Many of my billionaire-level clients ask their small circle advisors for their input on a deal and then have the humility to listen to them deeply (almost all of them have a ritual of sleeping on the decision). But then, they trust their experience as well as the ...  Show more

Over my years of mentoring many of the most extraordinary entrepreneurs, artists, and leaders on the planet, I’ve discovered that the truly great ones—those who lead not only with brilliance but also with grace and a sense of magic—measure success by their helpfulness.We each hav ...  Show more

If you’ve been listening for a while now you know how passionate I am about helping understand that money success is not just about the how-tos. As our guest, Pam Krueger says, “money success it’s not just numbers. 99% of success is behavior and 1% is anything having to do with f ...  Show more

No one wants to hear that the money they save today will be worthless tomorrow, and yet no one can deny that inflation is hitting everyone at the grocery store. What does this all mean and what can you do about it? You’re living through a recession that the government can’t seem ...  Show more

Alright, let’s get real here. Are you making six figures but still using your parents' Netflix Login? Are you spending more money at Starbucks than you’re saving into your 401(k)? If you answered yes, you might be what’s called a HENRY- that is a high earner, that is not yet rich ...  Show more

Are you ready to stat talking money? You need to have deep, dark, muddy, fear-driven, exciting, and exhausting conversations about money before you can create the changes you want to see. Money is a primal need you and I share in common and one where we’re left to essentially fig ...  Show more