Five Ways to Beat Robo Advisers

Advisers who take these five steps stand less of a chance being replaced by robo-advisers.

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    In Chapter 16 of 22 in his 2014 Capture Your Flag interview, elementary charter school network CEO Preston Smith answers "How Do You Define and Measure Success in What You Do?" As CEO running a network of K-5 charter schools, Smith defines and measures success using a number of qualitative and quantitative inputs, from student learning outcomes to teacher satisfaction surveys to parent participation analysis. These help him work toward a goal of waking up every day knowing he is doing his best.

  • Louise Langheier on What Makes an Aspen Institute Fellowship Valuable

    In Chapter 13 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "How Did Your Aspen Institute Fellowship Contribute to Your Professional Development?" Langheier shares how her time as an Aspen Fellow has given her an immersive learning experience full of critical and reflective learning. The program integrates rigor and humanity into a collaborative experience Langheier finds both unique and rewarding.

  • Louise Langheier on How to Learn and Develop a Hard Work Ethic

    In Chapter 2 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "Where Did You Learn Your Work Ethic?" Langheier shares how she learned her work ethic at an early age from people she admired, including her role model parents. Over time, she learns from people give their all to something and rise to the occasion in moments of crisis. Louise Davis Langheier is founder and CEO of Peer Health Exchange, a non-profit.

  • Preston Smith on Teaching First Grade at Teach for America

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  • Louise Langheier on Reflection Practices for Healthier Living

    In Chapter 5 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "What Role Has Reflection Played in Shaping Your Personal Growth?" Langheier sees reflection as two-sided. The first is her own personal reflection and the second is receiving feedback and constructive criticism from other people's reflection on her. She finds reflective practices and routines such as taking morning runs and making time in the evening to relax and think.

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    In Chapter 6 of 22 in his 2014 Capture Your Flag interview, elementary charter school network CEO Preston Smith answers "What Do You Enjoy Most About What You Do?" As CEO of a network of schools serving low-income districts in California, Smith finds inspiration working with talented and committed co-workers doing mission-based work to build higher quality schools to give students a better education. Preston Smith is co-founder and CEO of Rocketship Education.

  • Preston Smith on Going From Employee to Entrepreneur

    In Chapter 7 of 22 in his 2014 Capture Your Flag interview, elementary charter school network CEO Preston Smith answers "How Did You Make the Leap From Being an Employee to Become an Entrepreneur?" Smith talks about pushing through a transition out of teaching elementary school to becoming an entrepreneur and starting a school. Seeing an unaddressed need for higher quality education, Smith embraces youthful energy to work through family and financial challenges to start a small school.

  • Preston Smith on Making an Impact in Your Local Community

    In Chapter 9 of 22 in his 2014 Capture Your Flag interview, elementary charter school network CEO Preston Smith answers "How Does Your Work Allow You to Impact the Community You Love and Make a Difference?" After 14 years living in San Jose, Smith finds purpose and meaning in serving over 5,000 families by providing quality education. He is reminded of his contribution daily, engaging parents and their children around the community at church and around town.

  • Six Figure Jobs With No College Degree

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    In Chapter 13 of 22 in his 2014 Capture Your Flag interview, elementary charter school network CEO Preston Smith answers "What Does It Mean to Be a Leader in What You Do?" As CEO, Smith finds leading means putting people in places where they an do their best work. Leading means staying above the politics and not being divisive in his thinking. Leading means framing things in a positive way and avoiding an us versus them mentality. Finally, leading means embracing the responsibility.

  • Louise Langheier on Doing What You Love With Those You Love

    In Chapter 1 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "When Are You At Your Best?" Langheier finds she achieves her best when she is doing something she loves around those she loves or admires. Finding this place allows Langheier to give more and also get the most out of the experience. She notes family influences and experiences that informed her perspective. Louise Davis Langheier is founder and CEO of Peer Health Exchange, a non-profit.

Other Advice Videos


  • Louise Langheier on Two Ways to Give Better Career Advice

    In Chapter 7 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Langheier shares two ways she has learned to give better advice. The first is honing in on the specific question the person seeking advice is really trying to answer. The second is appreciating the learning experience that comes with being asked to give advice.

  • Conrad Doucette on Giving Better Advice When Asked for Help

    In Chapter 17 of 17 in his 2013 Capture Your Flag interview, musician and digital strategist Conrad Doucette answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Doucette puts himself in the shoes of the person asking for advice. In his younger years he would have dispensed advice based on his point of view rather than the perspective of the person asking for advice. Conrad Doucette is a Brooklyn musician and the drummer for the band Takka Takka.

  • Most Advisers Aren't Afraid of "Robo" Advice

    Online investment services aren't just for young clients and low-balance accounts; "robo" advice can help any wealth advisory firm grow, says Bernie Clark, the head of Schwab Adviser Services. "Robo" advice is complementary and an opportunity, Mr. Clark says.

  • Mark Graham on Essential Advice Every Intern Needs to Know

    In Chapter 14 of 15 in his 2013 Capture Your Flag interview, media executive Mark Graham answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Graham shares what he does to counsel interns on how to build career skills in an internship and get a full-time job working in media and entertainment. He shares the importance of making connections and keeping in touch with your professional network. Additionally, he shares the importance of saying yes and taking initiative.

  • The Best Money Advice from Your Mom

    What was the best money advice you ever got from Mom?

  • StubHub President On Best & Worst Career Advice He's Ever Received

    Chris Tsakalakis, president of StubHub, joins Ricky to share the best and worst career advice he ever received.

  • Nina Godiwalla on Smarter Ways to Give Advice When Asked for Help

    In Chapter 16 of 18 in her 2013 Capture Your Flag interview, author and entrepreneur Nina Godiwalla answers "How Have You Learned to Give Better Advice When People Ask You for Help?" Godiwalla shares how she is getting better about handling advice requests. She learns she can be more effective making introductions by playing a translator role to facilitate connections. This complements sitting down for an advice conversation and getting a longer view perspective of questions being asked.

  • Jaffe's Advice to Graduates Entering the Real World

    What advice would you impart on this year’s college graduating class? MarketWatch’s Chuck Jaffe has a daughter making the leap from the campus to the real world, and his latest column is both a graduation speech and a blueprint for adulthood.