All Episodes
Perfectly Integrated — 67 episodes
What’s Your Practice Really Worth? The CPA Valuation Playbook [Episode 69]
The Myth of Balance: How Entrepreneurial Dads Can Master Intentional Presence [Episode 68]
RIAs: Historic Greatness or Mediocrity? An Interview with David Devoe [Episode 67]
Lacy Shrum of SmartKX [Episode 66]
The Art of the CPA/Advisor Partnership [Episode 65]
The Intersection of Tech & Trust with Liz Fritz of F2 Strategy [Episode 64]
Hot Takes from Future Proof [Episode 63]
Investing with Intention & Personalization [Episode 62]
The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]
The Accidental Advisor with Mona Santos [Episode 60]
When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]
The Helping Mindset with Rich Osman [Ep. 58]
Leveling Up in an Ever-Evolving Industry with Sam Diarbakerly [Ep. 57]
Centerstage: How to Become the Star of Your Practice [Ep. 55]
Empowering Women in Finance With Bridget Grimes (Ep.54)
Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]
An Origin Story of Financial Planning With Ben Combs (Ep. 51)
The Future of Financial Planning With Craig Lemoine (Ep. 50)
Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)
Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)
The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)
How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)
The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)
An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)
The CrossFit and Finance Crossover With Jessica Bost (Ep.43)
The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)
Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)
The Power Of Partnerships In Growth With David Kline (Ep. 40)
Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)
Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)
The Two F’s Of Financial Planning With Paul Saganey (Ep.36)
Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)
It’s All About Execution With Kelly Waltrich (Ep.34)
Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)
The Right Technology For The Job With Joel Bruckenstein (Ep.32)
The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)
Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)
Let’s Talk About Marketing With Becca Zophin (29)
Brand Building With Tony Stich (28)
Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)
26. Real Impact With Investments With Gabe Rissman
25. The Definition Of Innovation With Marc Butler
24. There Are No Bad Ideas In Marketing With Robert Sofia
23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz
22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer
21. How To Empower The Fearful Investor With Aaron Klein
20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers
19. The Critical Superpower Of Financial Advisors With Jay Coulter
18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin
17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew
16. How To Use a Podcast to Successfully Tell Your Story With Matt Halloran
15. Being Comfortable In Front of the Camera With Matt Bleistein
14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas
13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith
12. The Breakaway Advisor With Todd Bessey & Robert Sandrew
Episode 11 – Understanding Compliance – with guest John Cataldo
Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger
Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr
Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks
Episode 7 – Evolution for Progress – with Kate Healy
Episode 6 – The Evolution of Innovation with Edmond Walters
Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty
Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew
Episode 3 – Looking Back and Moving Forward — With David Canter
Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien
Episode 1 – Are You Stirring the Pot While You Stir The Pot? – With Dr. Daniel Crosby