Here is a collection of talking head videos where I share pearls of wisdom with you, enjoy.

If you have any video suggestions or questions please email I will add new ones frequently.


Simplicity is the Key to Brilliance

Embrace Change

Overcomplicate for Profit

Ideal Adviser Client Relationship

Don't Listen to Your Clients

The 3 Wrongs

How to Pitch Planning Software

The Bionic Adviser

I'm Not Concerned About That

Financial Adviser Not a Magician

Crystal Ball