On this episode Josh talks with Jack Beauregard, Founder and CEO of the Successful Transition Planning Institute. The primarily discuss Jack's book, 7 Principles for Living with Authenticity: Discovering Your True Self When Facing Life Changes. But they also discuss neuroplasticity and how that can be leveraged to overcome some of the fears business owners have surrounding transitioning their business.
In this episode Josh speaks with Adam Hansen, Partner and VP of Innovation at Ideas To Go. They discuss behavioral science, cognitive biases, looking for the "emotional why" for your product or service and what constitutes innovation.
This episode, Josh talks with Dick Wagner, author of Financial Planning 3.0: Evolving Our Relationships with Money. They talk about the three evolutions of Financial Planning, why they feel Investment Management should be separate from Financial Planning and how a better understanding of the importance of money and its effect on the world is crucial.
This episode, Josh spends time with Jake Wagner, Founder and CEO of Wagner Communication Systems, Inc. Jake, who is a Certified Digital Marketing Professional, discusses strategies for financial planners to use in marketing their business digitally via websites, podcasts, videos, blogs and social media sites.