All Episodes
Building The Billion Dollar Business — 124 episodes
Managers Are the System
The Next Generation Is Asking A Better Question
The Budget Reveals the Strategy
Stop Hiring Into Confusion
Culture is What the Firm Allows
AI Is Now a Talent Strategy Issue
A Five Step Framework for Advisor Capacity
Career Paths Are the New Retention Strategy
Succession Is No Longer a Future Event
What Does High Performance Actually Mean?
Built to Endure This Fourth of July
Why Talent Calibration Matters More Than Ever
The Five Conversations You Must Have to Build a Truly Collaborative Partnership
The Firm That Develops Leaders Will Win
Talent Strategy Is Your Growth Strategy
The 168 Hour Leadership Reframe
Creating Powerful Partnerships
Honoring the Fallen: A Memorial Day Reflection
The Silent Leadership Paradox and Why Leaders Earn Leverage Through Clarity Not Empowerment
Building an Advisory Firm That Senses and Adapts Like an Octopus Organization
How Better Performance Reviews Drive Better Outcomes
What Kind of Firm Are You Building in a World Where Intelligence Is No Longer Scarce?
Letting Go Without Losing Control Through Internal Transfers of Trust
Why the Best Next Generation Advisors Build Followership Not Just Competence
The Producer vs Builder Conflict That Quietly Destroys Advisory Firm Partnerships
The 3-Part AI Roadmap for Financial Advisors
Project Management Is Soul-Sucking Until You Understand What It Actually Does
Next Generation Leaders and the Passage to Partnership
How Great Leaders Invest Their Time
That’s Not Growth —That’s Gravity
The Six Ways to Fuel Organic Growth
Ten Missteps That Keep Advisory Teams from Growing Intentionally
The Power of White Space in Leadership
Why Leadership Bench Strength Determines an RIA’s Future
Advisor Movement Data Reveals a Retention Crisis in Wealth Management
Who Taught You That? The Power of Training in High-Performing Firms
Designing Client Confidence Beyond the Advisor Through the Transfers of Trust
The Five-Part Kickoff Meeting Framework Used by High-Performing Advisory Teams
How to Grow in 2026 Without Losing the Team That Got You Here
A Year End Leadership Reflection for Financial Advisors Building an Enduring Wealth Management Firm
A Sorkin-Style Approach to Strategy and Execution for Financial Advisors
Level Up Your Advisory Team
Offboarding with Integrity
Gratitude As Strategy
The Accidental Owner’s Roadmap to Building a Lasting Firm
How Strategic Planning Turns Organic Growth Into Sustainable Success
5 Strategic Moves to Finish 2025 Strong and Start 2026 Stronger
Build Your Compensation Philosophy Before Talking About Bonuses
Playing Your Part When Leadership Changes
Winning the Advisor Talent War
Stop Undervaluing Your Firm
The 5-Part Marketing Review Every Advisory Firm Needs to Stay Relevant and Grow
How Top Financial Advisors Scale Growth Through Strategic Lead Generation
The Rule of 40 as Your CEO Scorecard for Real Growth
How Elite RIAs Scale Through Smart Capital Allocation
Building Enterprise Value Through Strategic Client Selection
The Silver Tsunami
Why Client Engagement Is the New Growth Strategy for Advisory Firms
The Hidden Cost of Haphazard Growth in Advisory Firms
What’s Your Stock Worth?
Summer Retreats That Build Culture, Capacity, and Vision
The Valuation Trap
What Mark Twain Can Teach Financial Advisors About Client Acquisition
5 Steps for Financial Advisors to Identify Their Ideal Client Type
8 Essential Qualities of Successful Next Generation Leaders
Patriotism in the Work We Choose to Do
Mentorship with an Expiration Date
How Performative Opportunities Unlock Leadership Readiness in Advisory Firms
Facilitating the Future of Wealth Management with Technology, Talent, and Integration
Setting the Right Growth Pace by Balancing Ambition and Stability in Financial Advisory Firms
Retaining Top-Tier Advisors Through Career Pathing and Compensation
Gratitude in Action
The Modern Advisory Firm Playbook
Scaling Smart in Revolutionary Times feat. Matt Barthel of Barron's
The Growth Trap
The Complexity Capacity Gap
Do You Know Your True Value?
Calculating Your Client Acquisition Costs
The Best Defense Is A Good Offense During Market Volatility
12 Considerations for Building an Enduring Firm
A Fiduciary Perspective on Organic Growth in a Legacy-Driven Firm
The Proven Blueprint for Building Advisory Career Paths
Tackling Partner Challenges with a COO’s 5-Step Playbook for Success
The Intentional Growth Playbook for Financial Advisors
4 Team Communication Steps to Build Trust and a Collaborative Culture
3 More Creative Ways for Financial Advisors to Find New Clients
Making Your Mission Statement Mean Something Powerful
Ten Crucial Conversations for Client Reviews
Before Taking Any M&A Action, Make Sure To Know Your ‘Why’
The Blueprint for High-Performing Teams
The Paradox of Choice
Begin the Year with a 20-Year Perspective
Hold On! Strategies to stem the outflow of assets as they transition to the next generation
The Secret Sauce of Great Leaders
Transfers of Trust
Wishing You a Joyful Holiday & Peace in the New Year
Turning Failures into Fuel for Future Planning
When’s the Right Time to Hire a CEO?
Unlocking Hidden Opportunities
Gobble Gobble! Gratitude! 🦃
Should You Stay or Step Aside? When Founders Face the CEO Dilemma
The Talent Management Epidemic in Financial Services
Schwab’s 2024 RIA Benchmarking Study
The Multi-Tactic Marketing Approach
6 Key Insights from Fidelity's 2024 RIA Benchmarking Study
How Mission, Vision, & Values Impact Your Bottom Line
Ditch the Pitch
6 Critical M&A Insights from Billion-Dollar Wealth Managers
Beyond the 12-4-2
The Stockdale Paradox
5 Steps for Prospecting Small Business Owners
Get Out and Vote
Unleashing Organic Growth
8 Essential Qualities for Identifying NextGen Producing Partners
9 Ways to Leverage the Pygmalion Effect
8 Benefits of a Five-Year Strategic Plan for Your Business
The RIA Growth Illusion
5 Strategies to Gamify Your Next-Generation Path to Partnership
7 Powerful Reasons to Formalize Your Advisory Board
6 Key Drivers to Designing Effective Compensation Programs for Future Leaders
Career Pathing & Team Incentives
7 Essential Metrics for Your CEO Scorecard
9 Trends That Will Impact the Future of Your Firm
7 Steps to Building Your ‘Firm of Dreams’